Finance & Legal
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2024-01-17 Proposal to Increase Three-Bid Threshold
This proposal is being brought forward to change the dollar threshold above which 3 bids are required. For 20 years, that threshold was $500, and the F&L Committee is proposing to raise it to $2500.
2023-12-18 F&L Proposal to Move Unspent Funds to Savings
We have been in search of a new lawyer, been working on the master deed among other things. Our previous lawyer just stopped answering us. We didn't spend all our funds in 2023 and realize we will need that money in 2024 with our new lawyer. So we are asking to move the operating budget amount of $1600 from 2023 into a savings account that we can spend in 2024, in addition to the money we have set up in the 2024 operating budget. When we started budgeting for master deed work it was pre pandemic and rates have gone up, and new lawyer rates are higher, but we had already set the budget for 2024.
2022-03-22 Finance & Legal minutes
Minutes of 3-22-22 Finance & Legal Committee MeetingnnnPresent: Becky H., Becky G., Glenn, Sharon, Jeff H., Amynnn1. Managing future year-end b...
2022-02-22 Finance & Legal minutes
Minutes of 2-22-22 Finance & Legal Committee MeetingnnPresent: Becky G., Becky H., Jeff H., Glenn, Amynn1. Managing future year-end budget surp...
2022-01-25 Finance & Legal minutes
Minutes of 1-25-22 F&L MeetingnnPresent: Sharon, Becky H., Becky G., Jeff H., Amynn1. Managing future year-end budget surpluses - next stepsn* ...
2021-12-14 Finance & Legal minutes
12-14-21 F&L Meeting MinutesnnPresent: Debbi, Sharon, Becky G., Becky H., Jeff H., Amynn1. 2020 Surplus Proposal - follow-up discussion on Part ...
2021-11-09 Finance & Legal minutes
11-9-21 F&L Meeting Minutes - Rescheduled from 10-26-21nnPresent: Sharon, Becky G., Becky H., Amynn1. 2022 Budgetn* Is there anything that needs...
2021-09-28 Finance & Legal minutes
9-28-21 F&L Meeting MinutesnnPresent: Sharon, Becky H., Becky G., Debbi, Amynn1. 2022 Budgetn* Any follow-up needed? There were no questions ab...
2021-08-31 Finance & Legal minutes
8-31-21 F&L Meeting MinutesnnnPresent: Sharon, Debbi, Becky H., Amy, Kathy B.nnn1. Kathy Boblitt joined us to discuss F&L Admin Asst tasksn*...
2021-07-21 Finance & Legal minutes
7-21-21 F&L Meeting MinutesnnnPresent: Sharon, Becky G., Becky H., Debbi, Amynnn1. Looking aheadn* Jobs for next seasonn* MONKEY: Amy will rea...
2021-06-30 Finance & Legal minutes
Minutes of 6-30-21 F&L MeetingnnPresent: Sharon, Becky G., Becky H., AmynnNew Monkeysn* Amy will ask Debbi to make a note that the MD should say...
2021-05-25 Finance & Legal minutes
Minutes of 5-25-21 F&L MeetingnnnPresent: Becky Grover, Becky Hoort, Debbi, Amy, SharonnGuests: Annie & BenniennnAgendan1. New Business - B...
2021-04-26 Finance & Legal minutes
Minutes of 4-26-21 F&L MeetingnnnPresent: Becky H., Becky G., Amy, Debbi, SharonnGuest: Mary Kingnnn1. Monkey Reviewn* BG will post the reserve...
2021-03-30 Finance & Legal minutes
Minutes of 3-30-21 F&L meetingnnPresent: Becky H., Becky G., Amy, Debbi, Sharonnnn1. Monkey Review - in process unless otherwise noted; new Monk...
2021-02-24 Finance & Legal minutes
2-24-21 F&L Meeting MinutesnnPresent: Debbi, Sharon, Becky H., Becky G, Amynn1. Monkey Review - in process unless otherwise noted, new Monkeys ...
2021-01-12 Finance & Legal minutes
1-12-21 F&L Meeting MinutesnnPresent: Becky G., Becky H., Debbi, Sharon, Amynn1. Monkeys completed since last meeting (other monkeys are inter...
2021-01-12 Finance & Legal minutes
1-12-21 F&L Meeting MinutesnnPresent: Becky G., Becky H., Debbi, Sharon, Amynn1. Monkeys completed since last meeting (other monkeys are inter...
2020-12-27 Finance & Legal minutes
This message from GO's auditors was pasted in at the end of the 12-16-20nF&L minutes, but some elements and formatting were stripped when it wasnc...
2020-12-16 Finance & Legal minutes
Minutes of 12-16-20 F&L MeetingnnnPresent: Becky H., Becky G., Sharon, Debbi, Amynnn1. Monkey Review -n* Becky G., Willie, Mary, and maybe Debb...
2020-11-11 Finance & Legal minutes
11-11-20 F&L Meeting MinutesnnPresent: Sharon, Becky G., Becky H., AmynGuest: WilliennnNew Monkeys:n* Becky G., Willie, Mary, and maybe Debbi w...
2020-10-14 Finance & Legal minutes
10-14-20 F&L MinutesnnPresent: Sharon, Becky G., Becky H., Debbi, Amynn1. Monkey Reviewn* Amy will make sure Mary and Dale are aware of some id...
2020-09-16 Finance & Legal minutes
9-16-20 F&L Meeting MinutesnnnPresent: Becky G., Becky H., Debbi, Amynnn1. New Monkeysn* Becky G will draft a message to the committees about tr...
2020-08-12 Finance & Legal minutes
Minutes of 8-12-20 Finance & Legal Com meetingnnnPresent: Becky G., Becky H., Debbi, Amynnn1. Monkey Reviewn* Becky G. will make reserve transf...
2020-07-08 Finance & Legal minutes
Minutes of 7-8-20 F&L meetingnnnPresent: Debbi, Sharon, Becky G., Becky H., AmynGuests: Susan, Syndallas, co-facilitators for 7-11-20 Steering m...
2020-07-08 Finance & Legal minutes
Minutes of 7-8-20 F&L meetingnnnPresent: Debbi, Sharon, Becky G., Becky H., AmynGuests: Susan, Syndallas, co-facilitators for 7-11-20 Steering m...
2020-06-10 Finance & Legal minutes
Minutes of 6-10-20 F&L meetingnnnPresent: Becky H., Becky G., Sharon, Amynnn1. Affordability Committee - document message from attorneynnnBecky...
2020-05-13 Finance & Legal minutes
Minutes of 5-13-20 F&L meetingnnnPresent: Becky H., Amy, Becky G., DebbinGuest: Martannn1. Reopening Great Oak - F&L's role / support / ide...
2020-05-13 Finance & Legal minutes
Minutes of 5-13-20 F&L meetingnnnPresent: Becky H., Amy, Becky G., DebbinGuest: Martannn1. Reopening Great Oak - F&L's role / support / ide...
2020-04-22 Finance & Legal minutes
Minutes of 4-22-20 F&L MeetingnnnF&L Committee Members present: Becky G., Becky H., Debbi, AmynAbsent: SharonnGuests: Caring Committee - Su...
2020-03-24 Finance & Legal minutes
Minutes of 3-24-20 F&L Meeting - via ZOOMnnnCommittee members attending: Becky G., Becky H., Debbi, Sharon, AmynGuest: MartannnNEW MONKEYSnnnMONKE...
2020-03-11 Finance & Legal minutes
Minutes of 3-11-20 F&L MeetingnnnPresent: Debbi, Becky H., Kathy B.nAttended by phone: AmynAttended part of meeting: Mary KingnNot able to atte...
2020-02-26 Finance & Legal minutes
Minutes of 2-26-20 F&L MeetingnnnPresent: Debbi, Sharon, Becky H., Becky G., Amynnn1. MONKEY REVIEWnnMONKEY: Amy will work with Becky H. to crea...
2020-02-26 Finance & Legal minutes
Minutes of 2-26-20 F&L MeetingnnnPresent: Debbi, Sharon, Becky H., Becky G., Amynnn1. MONKEY REVIEWnnMONKEY: Amy will work with Becky H. to crea...
2020-01-29 Finance & Legal minutes
Minutes of 1-29-20 F&L meetingnnnPresent: Becky G., Debbi, Sharon, Amy, Becky H.nnnMONKEYSnnnMONKEY: Amy will work with Becky H. to create a Goog...
2020-01-15 Finance & Legal minutes
Minutes of 1-15-20 Finance & Legal meetingnnnPresent: Debbi, Sharon, Becky H., Amynnn1. New MonkeysnnnMONKEY: Amy will email parking lot assignm...
2020-01-05 Finance & Legal minutes
Minutes of 1-5-20 Finance & Legal meetingnnnPresent: Becky G., Becky H., Debbi, Mary King, Patti, Amy, Sharonnnn1. Agenda ReviewnAgreed to hold t...
2020-01-05 Finance & Legal minutes
Minutes of 1-5-20 Finance & Legal meetingnnnPresent: Becky G., Becky H., Debbi, Mary King, Patti, Amy, Sharonnnn1. Agenda ReviewnAgreed to hold t...
2019-12-11 Finance & Legal minutes
Minutes of 12-11-19 GO Finance & Legal MeetingnnnPresent: Debbi, Sharon, Becky G., Becky H., Amynnn1. Monkey Reviewnnn• Debbi will ask atto...
2019-12-11 Finance & Legal minutes
Minutes of 12-11-19 GO Finance & Legal MeetingnnnPresent: Debbi, Sharon, Becky G., Becky H., Amynnn1. Monkey Reviewnnn• Debbi will ask atto...
2019-12-01 Finance & Legal minutes
Minutes of 12-1-19 GO Finance & Legal MeetingnnnPresent: Sharon, Becky G., Becky H., Debbi, Amynnn1. Monkey Reviewnnn• Debbi will ask atto...
2019-11-13 Finance & Legal minutes
Minutes of 11-13-19 GO Finance & Legal MeetingnnnPresent: Becky H., Amy, Debbi, SharonnGuests: Kathy B., Martannn1. Common House Committee visi...
2019-10-23 Finance & Legal minutes
Minutes of 10-23-19 GO Finance & Legal MeetingnnnPresent: Debbi, Becky H., Becky G., Amynnn1. New Monkeysnnn• Amy will put on the F&L...
2019-10-23 Finance & Legal minutes
Minutes of 10-23-19 GO Finance & Legal MeetingnnnPresent: Debbi, Becky H., Becky G., Amynnn1. New Monkeysnnn• Amy will put on the F&L...
2019-10-09 Finance & Legal minutes
Minutes of 10-9-19 GO Finance & Legal Committee MeetingnPresent: Debbi, Sharon, Becky G., Amynnn1. Monkeysnnn• Debbi will ask attorney Ri...
2019-09-11 Finance & Legal minutes
Minutes of 9-11-19 GO Finance & Legal MeetingnnnPresent: Becky G., Becky H., Sharon, Debbi, AmynnnMONKEYSn• Amy will send F&L’s ...
2019-08-28 Finance & Legal minutes
Minutes of 8-28-19 Finance & Legal Committee MeetingnnnPresent: Sharon, Debbi, Becky G., Becky H., AmynGuest: Benniennnnn1. Prepare for the pres...
2019-08-28 Finance & Legal minutes
Minutes of 8-28-19 Finance & Legal Committee MeetingnnnPresent: Sharon, Debbi, Becky G., Becky H., AmynGuest: Benniennnnn1. Prepare for the pres...
2019-08-15 Finance & Legal minutes
Minutes of 8-15-19 F&L Meeting • 7 pm in CH Sitting RoomnnPresent: Sharon, Becky H., Debbi, Amynn1. Discuss idea to focus on Master Deed f...
2019-07-23 Finance & Legal minutes
Minutes of 7-23-19 F&L MeetingnnPresent: Becky H., Becky G., Debbi, AmynGuests: Bennie, AnnienAbsent: SharonnnMONKEY: Becky G.will link to the ...
2019-07-10 Finance & Legal minutes
Minutes of 7-10-19 F&L MeetingnnPresent: Becky H., Debbi, AmynAbsent: Sharon, Becky G.nn1. Minutes updatenAmy has edited and Becky H. has proofr...
2019-06-12 Finance & Legal minutes
Minutes of 6-12-19 F&L Meetingnn7 pm in CH Sitting RoomnnPresent: Debbi, Sharon, Amy, Becky H.nnAbsent: Becky G.nnn1. Basement Egress propo...
2019-06-12 Finance & Legal minutes
Minutes of 6-12-19 F&L Meetingnn7 pm in CH Sitting RoomnnPresent: Debbi, Sharon, Amy, Becky H.nnAbsent: Becky G.nnn1. Basement Egress propo...
2019-05-28 Finance & Legal minutes
> Begin forwarded message:n>n> From: Ben Tabatowski-Bush <btabatow at gmail.com>n> Subject: Fwd: [go-talk] [Finance-minutes] Minutes...
2019-05-28 Finance & Legal minutes
Minutes of 5-28-19 F&L Meetingn7 pm in CH Sitting RoomnnnPresent: Becky G., Becky H., Debbi, AmynGuest: BennienAbsent: Sharonnnnnn1. Baseme...
2019-05-14 Finance & Legal minutes
Minutes of 5-14-19 F&L MeetingnnPresent: Becky G., Amy, Sharon, Becky H.nAbsent: Debbinnn1. 2018 tax returnnThe 2018 return is very similar ...
2019-05-14 Finance & Legal minutes
Minutes of 5-14-19 F&L MeetingnnPresent: Becky G., Amy, Sharon, Becky H.nAbsent: Debbinnn1. 2018 tax returnnThe 2018 return is very similar ...
2019-04-25 Finance & Legal minutes
Minutes of 4-25-19 GO Finance & Legal Committee MeetingnnPresent: Debbi, Becky G., Amy, Sharon, Becky H.nnn1. Debrief discussion about Right...
2019-03-28 Finance & Legal minutes
Minutes of GO Finance & Legal Committee’s 3-28-19 MeetingnnPresent: Debbi, Becky G., Amy, Sharon, Becky H.nGuest: Elph Morgannnn1. Basemen...
2019-03-27 Finance & Legal minutes
Minutes of GO Finance & Legal Committee’s 3-27-19 MeetingnnPresent: Debbi, Becky G., Amy, Sharon, Becky H.nGuest: Elph Morgannnn1. Basemen...
2019-03-13 Finance & Legal minutes
Minutes of 3-13-19 GO Finance & Legal Committee MeetingnnCommittee member present: Debbi, Becky G., Amy, SharonnAbsent: Becky H.nGuest: Bennien...
2019-02-27 Finance & Legal minutes
Please be advised:nnThese minutes are going out very late.nThe content has evolved considerably since this meeting.nnnnnMinutes of 2-27-19 GO Finance ...
2019-02-13 Finance & Legal minutes
Minutes of 2-13-19 GO Finance & Legal Committee MeetingnPresent: Sharon, Debbi, Becky H., AmynAbsent: Becky G.nnn1. Monkeys from last meeting/pa...
2019-01-23 Finance & Legal minutes
Please be advised:nnThese minutes are going out months after the meeting occurred.nnThinking about the topics has evolved considerably in the meantime...
2019-01-09 Finance & Legal minutes
Minutes of 1-9-19 GO Finance & Legal Committee MeetingnnPresent: Becky H., Becky G., Sharon, Amynn1. New monkeys:ni. Becky G. will send a msg to ...
2018-12-19 Finance & Legal minutes
Minutes of 12-12-18 GO Finance & Legal Committee MeetingnnnnPresent: Becky G., Debbi, Becky H., Amy, SharonnnnnMONKEYS:nn• Becky H. will l...
2018-10-24 Finance & Legal minutes
Minutes of 10-24-18 Finance & Legal Committee MeetingnnPresent: Debbi, Becky G., Becky R., Amy, Sharon, Martann1. ForeclosurenBecky G. got confir...
2018-10-10 Finance & Legal minutes
Minutes of 10-10-18 GO Finance & Legal Committee MeetingnnPresent: Debbi, Becky G., Sharon, Amynnn1. ForeclosurenWe received a letter from a debt...
2018-09-26 Finance & Legal minutes
Minutes of 9-26-18 GO Finance & Legal Committee MeetingnnPresent: Becky G., Debbi, Becky H., Amy, Sharonnn1. Bookkeeping Updatesna. Arrearsn̶...
2018-09-11 Finance & Legal minutes
Minutes of 9-11-18 GO Finance & Legal Committee MeetingnnPresent: Sharon, Debbi, Becky G., Becky H., Amynn1. Bob Van Oosterhout’s requestnn...
2018-08-22 Finance & Legal minutes
Minutes of 8-22-18 GO Finance & Legal Committee MeetingnnPresent: Becky G., Becky H., Sharon, and Amynn1. Note: 7-25-18 and 8-8-18 meetings wer...
2018-07-11 Finance & Legal minutes
Minutes of 7-11-18 GO Finance & Legal Committee MeetingnnPresent: Sharon, Becky G., Becky H., Debbi, Amy, Benny, and Annienn1. Bookkeeping Update...
2018-06-27 Finance & Legal minutes
Minutes of 6-27-18 GO Finance & Legal Committee MeetingnnPresent: Becky G., Becky H., Sharon, Amynnn1. Debrief June 18 Fishbowl re: basement ...
2018-06-13 Finance & Legal minutes
Minutes of 6-13-18 GO Finance & Legal Committee MeetingnnPresent: Becky G., Becky H., Debbi, Sharon, Amynnn1. Fishbowl: June 18 meeting prepnnIf...
2018-05-24 Finance & Legal minutes
Minutes of 5-24-18 GO Finance & Legal Committee MeetingnnnPresent: Sharon, Debbi, Becky H., Amynnn1. Treehouse Insurance UpdatennBecky G. submitt...
2018-05-09 Finance & Legal minutes
Minutes of 5-9-18 GO Finance & Legal Committee MeetingnnPresent: Sharon, Becky G., Debbi, Becky H., Amynnnn1. Summary of 4-22-18 F&L meeting ...
2018-03-27 Finance & Legal minutes
Minutes of 3-27-18 Finance & Legal Committee MeetingnnnPresent: Becky H., Becky G., Sharon, Debbi, Amynnn1. Bylaws and Master Deednna. Pr...
2018-03-12 Finance & Legal minutes
Minutes of 3-12-18 GO Finance & Legal Committee MeetingnnPresent: Becky G., Becky H., Debbi, Amynn1. Bylaws and Master Deed Revisions – foc...
2018-02-27 Finance & Legal minutes
Minutes of 2-27-18 GO Finance & Legal Committee MeetingnnPresent: Becky H., Becky G., Debbi, Sharon, Amy, Rodnn1. Buildings expenses in relation...
2018-02-12 Finance & Legal minutes
Minutes of 2-12-18 GO Finance & Legal Committee MeetingnnPresent: Becky G., Becky H., Sharon, Debbi, Amy, Rod (for a few minutes)nn1. Insurance p...
2018-01-21 Finance & Legal minutes
GO Finance & Legal CommitteennMinutes of 1-21-18 MeetingnnnnPresent: Becky G., Debbi, AmynnGuest: Tevahnnnnnn1. Hot Box wiring repairsnnnnTevah ...
2018-01-09 Finance & Legal minutes
GO Finance & Legal CommitteennMinutes of 1-9-18 MeetingnnnnPresent: Becky G., Debbi, Becky H., Amynnnnnn1. Any responses to questions posed to ou...
2017-12-12 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 12-12-17 MeetingnnPresent: Becky G., Becky H., Sharon, Amynnn1. Responses to questions posed to our a...
2017-11-07 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 11-7-17 MeetingnnPresent: Becky G., Becky H., Rod, Amynn1. Insurancenn• Treehouse insurance –...
2017-09-27 Finance & Legal minutes
Minutes of 9-27-17 Finance & Legal MeetingnnPresent: Debbi, Becky G., Becky H., Amynnn1. Insurance - tabled – Rod had a conflict and was ...
2017-09-13 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 9-13-17 MeetingnnAttendees: Becky G., Becky H., Sharon, Debbi, Amynn1. F&L’s 2018 Budget Reques...
2017-08-29 Finance & Legal minutes
Minutes of 8-29-17 Finance & Legal Committee MeetingnnPresent: Sharon, Debbi, Becky G., Becky H. Amynn1. CH Special Assessmentsna. The communit...
2017-08-08 Finance & Legal minutes
GO Finance & Legal CommitteennMinutes of 8-8-17 MeetingnnnPresent: Debbi, Becky G., Amynnn1. CH Special Assessmentsnnna. Prep to bring proposal...
2017-07-25 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 7-25-17 MeetingnnPresent: Becky H., Becky G., Debbi, Amynnn1. CH Special Assessmentsnna. Debrief first p...
2017-07-11 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 7-11-17 MeetingnnPresent: Becky G., Becky H., Sharon, Debbi, Amynnn1. CH Special Assessmentsnna. Prep fo...
2017-06-19 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 6-19-17 MeetingnnPresent: Becky G., Becky H., Sharon, Debbi, Amy, Rodnn1. Insurancena) Debrief from 6...
2017-06-14 Finance & Legal minutes
GO Finance & Legal CommitteennMinutes of 6-14-17 MeetingnnnnPresent: Becky G., Becky H., Debbi, Sharon, Amynnnn1. Insurancenna) Rod is meeting w...
2017-05-22 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 5-22-17 MeetingnnPresent: Becky H., Becky G., Sharon, Debbi, Rod, Amynn1. Insurancenna) Association Polic...
2017-05-11 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 5-11-17 MeetingnnPresent: Becky G., Becky H., Debbi, Amy, Sharon, Rodnnn1. Welcome Sharon & Rod!nShar...
2017-04-26 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 4-26-17 MeetingnnPresent: Becky G., Debbi, Amynn1. DEBRIEF DISCUSSION AT 4-17-17 COMMUNITY MEETING RE: F...
2017-04-11 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 4-11-17 MeetingnnPresent: Becky H., Becky G., Debbi, Amynnn1. INSURANCEnna) An application for a new ass...
2017-03-15 Finance & Legal minutes
GO Finance & Legal CommitteennMINUTES of 3-15-17 MeetingnnnnPresent: Debbi, Becky H., Becky G., Amynnnnnn1. FINAL PREPARATIONS FOR PRESENTING PRO...
2017-03-15 Finance & Legal minutes
GO Finance & Legal CommitteennMINUTES of 3-15-17 MeetingnnnnPresent: Debbi, Becky H., Becky G., Amynnnnnn1. FINAL PREPARATIONS FOR PRESENTING PRO...
2017-03-05 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 3-5-17 MeetingnnPresent: Becky H., Becky G., Debbi, AmynnAGENDAnn1. PROPOSALS FOR 3-20-17 COMMUNITY MEETI...
2017-02-08 Finance & Legal minutes
GO Finance & Legal CommitteennMinutes of 2-8-17 MeetingnnnnPresent: Becky G., Becky H., Keith, Amynnnnn1. Discuss proposals for 2-20-17 Communit...
2017-01-28 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 1-28-17 MeetingnnPresent: Becky H., Becky G., Debbi, Keith, AmynnAGENDAnn1. Debrief and next steps from ...
2017-01-28 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 1-28-17 MeetingnnPresent: Becky H., Becky G., Debbi, Keith, AmynnAGENDAnn1. Debrief and next steps from ...
2017-01-11 Finance & Legal minutes
GO Finance & Legal CommitteenMinutes of 1-11-17 MeetingnnPresent: Becky H., Becky G., Keith, AmynnAGENDAnn1. Prep for 1-16-17 Community Meetingn...
2016-12-28 Finance & Legal minutes
1. 2015 Audit
2. Bookkeeping Updates
3. Arrears
4. Donation to Communities Magazine
5. Request from national website/blog--yourhome1source.com
6. Treehouse insurance
7. Family Farms Insurance
8. Unit 517 leak
9. F&L Mandate review: prep for Jan 16 meeting following instructions from
Process
10. Next Meeting
11. Reschedule meetings with conflicts
2. Bookkeeping Updates
3. Arrears
4. Donation to Communities Magazine
5. Request from national website/blog--yourhome1source.com
6. Treehouse insurance
7. Family Farms Insurance
8. Unit 517 leak
9. F&L Mandate review: prep for Jan 16 meeting following instructions from
Process
10. Next Meeting
11. Reschedule meetings with conflicts
2016-12-14 Finance & Legal minutes
2015 Audit
Bookkeeping Updates
Arrears
Association Responsibility for Unit Repairs
Insurance
Treehouse
Follow up on Community Responsibility topic
Looking ahead to next year
Miscellaneous lingering items
Next Meeting
Bookkeeping Updates
Arrears
Association Responsibility for Unit Repairs
Insurance
Treehouse
Follow up on Community Responsibility topic
Looking ahead to next year
Miscellaneous lingering items
Next Meeting
2016-11-17 Finance & Legal minutes
Section 5 revised 12/27/16 edits between *asterisks*
2015 Audit2017 Operating Budget approved
Bookkeeping Updates
Arrears
Association Responsibility for Unit Repair
Insurance
2016-11-13 Finance & Legal minutes
Special Meeting to discuss agenda item for 11/21/16 Community Meeting
2016-11-09 Finance & Legal minutes
2015 Audit
2017 Budget Process
Arrears
Repairs & other committee responsibilities
Tree house: liability insurance
Subfloor responsibility update
Master Deed update
Truck Policy update
Miscellaneous/ongoing
Reschedule Next Meeting
2017 Budget Process
Arrears
Repairs & other committee responsibilities
Tree house: liability insurance
Subfloor responsibility update
Master Deed update
Truck Policy update
Miscellaneous/ongoing
Reschedule Next Meeting
2016-10-28 Finance & Legal minutes
Includes a link to the questions we submitted to the auditors, with their responses, and our further questions shown in different colors.
Parkland Plaza Sidewalk -- legal action?Audit
Budget Process
Subfloor Responsibility Update
Master Dee Update
Truck Policy Update
Miscellaneous
2016-10-12 Finance & Legal minutes
2017 Finance & Legal Operating Budget request
Arrears
Attorney's advice on responsibility for water spigots and smoke
detectors
Responsibility for damages: Household vs. GOCA
Bookkeeping Updates
Truck Usage Policy
Insurance
Arrears
Attorney's advice on responsibility for water spigots and smoke
detectors
Responsibility for damages: Household vs. GOCA
Bookkeeping Updates
Truck Usage Policy
Insurance
2016-09-28 Finance & Legal minutes
Arrears
Insurance
Repairs to finished basements damaged by accident (e.g. toilet leak)
Insurance
Repairs to finished basements damaged by accident (e.g. toilet leak)
2016-09-12 Finance & Legal minutes
2017 Finance & Legal Operating Budget request
Arrears
Bookkeeping Updates
Master Deed
Truck Usage Policy
Insurance
Arrears
Bookkeeping Updates
Master Deed
Truck Usage Policy
Insurance
2016-09-03 Finance & Legal minutes
Inquiry from Process
Arrears
Bookkeeping Updates
Master Deed
Truck Usage Policy
Insurance
Arrears
Bookkeeping Updates
Master Deed
Truck Usage Policy
Insurance
2016-08-10 Finance & Legal minutes
Bookkeeping Updates
Arrears
Master Deed - Prep for August 15 community meeting: LCE/GCE
Truck Usage Policy- Prep for August 15 community meeting
Arrears
Master Deed - Prep for August 15 community meeting: LCE/GCE
Truck Usage Policy- Prep for August 15 community meeting
2016-07-27 Finance & Legal minutes
Matters Arising
Bookkeeping Updates
Jobs for Fall 2016 work season
Arrears
Master Deed
Insurance
Truck Policy
Bookkeeping Updates
Jobs for Fall 2016 work season
Arrears
Master Deed
Insurance
Truck Policy
2016-07-13 Finance & Legal minutes
The F&L meeting of 6-22-16 was canceled
Bookkeeping UpdatesJobs for Fall 2016 work season
Arrears
Master Deed
Insurance updates
Truck Policy feedback
Next steps on units being charged property taxes on garages they
don't own
Items we are tracking
2016-06-08 Finance & Legal minutes
Insurance
Master Deed
Bookkeeping updates
Arrears
Master Deed
Bookkeeping updates
Arrears
2016-05-25 Finance & Legal minutes
Insurance
2015 Tax Return
Year-end Bookkeeping/Audit
Master Deed Next Steps
Arrears
Bookkeeping updates
Items arising
Items we are tracking
Next Meeting
2015 Tax Return
Year-end Bookkeeping/Audit
Master Deed Next Steps
Arrears
Bookkeeping updates
Items arising
Items we are tracking
Next Meeting
2016-05-10 Finance & Legal minutes
Master Deed Update & Timeline
Insurance
Year-end Bookkeeping/Audit
Arrears
Items we are tracking
Insurance
Year-end Bookkeeping/Audit
Arrears
Items we are tracking
2016-04-27 Finance & Legal minutes
Insurance
Year-end Bookkeeping/Audit
Arrears
Master Deed Update & Timeline
Items Being Tracked
Year-end Bookkeeping/Audit
Arrears
Master Deed Update & Timeline
Items Being Tracked
2016-04-12 Finance & Legal minutes
Insurance
Year-end Bookkeeping/Audit
Arrears
Master Deed Update and Timeline
Items we are tracking
Items arising
Next meeting
Year-end Bookkeeping/Audit
Arrears
Master Deed Update and Timeline
Items we are tracking
Items arising
Next meeting
2016-03-23 Finance & Legal minutes
The 3-9-16 F&L meeting was cancelled as two members were not feeling well.
InsuranceYear-end Bookkeeping/Audit
Arrears
Master Deed Update & Timeline
Items arising
2016-02-24 Finance & Legal minutes
GO Finance & Legal Committee MeetingnnMinutes 2-24-16nnnnCommittee members present: Becky G., Debbi, Keith, Becky H., AmynnnnGuest: Nicholasnn1....
2016-02-10 Finance & Legal minutes
GO Finance & Legal Committee MeetingnnMINUTES 2-10-16nnnnPresent: Debbi, Becky H., Becky G., Keith, Amynnn1. Year-end Bookkeepingnnna. Bec...
2016-01-26 Finance & Legal minutes
Minutes of GO Finance & Legal Committee Meetingnn1-26-16nnnnCommittee Members Present: Debbi, Keith, AmynnGuest: NicholasnnnnTwo committee membe...
2016-01-13 Finance & Legal minutes
Minutes of GO Finance & Legal Committee Meetingnn1-13-16nnnnPresent: Debbi, Becky G., Becky H., Keith, Syndallasnnnnnn1. Authorized Truck Dri...
2015-12-29 Finance & Legal minutes
GO Finance & Legal Committee MeetingnMinutes – 12-29-15nnPresent: Becky G., Becky H., Debbi, Keith, Nicholas, Amynn1. Association insu...
2015-12-08 Finance & Legal minutes
Recap and discussion of insurance research being done by Syndallas
Deck reimbursement proposal - tabled
Audit
Arrears
Bookkeeping updates
Status of inquiries to attorney
Deck reimbursement proposal - tabled
Audit
Arrears
Bookkeeping updates
Status of inquiries to attorney
2015-11-11 Finance & Legal minutes
Meeting schedule
Recap and Discuss Insurance Research Findings from Syndallas
Arrears
2015 Reserve Study
Ongoing and Other Items
Recap and Discuss Insurance Research Findings from Syndallas
Arrears
2015 Reserve Study
Ongoing and Other Items
2015-10-28 Finance & Legal minutes
Jobs and Hours for Winter Season
F & L Operating Budget Request
Arrears
2015 Reserve Study
Property Management Firm
Ongoing
F & L Operating Budget Request
Arrears
2015 Reserve Study
Property Management Firm
Ongoing
2015-09-23 Finance & Legal minutes
2015 Reserve Study
F&L: 2016 Operating Budget Request
Arrears
Question from Grounds
Ongoing
F&L: 2016 Operating Budget Request
Arrears
Question from Grounds
Ongoing
2015-09-15 Finance & Legal minutes
F&L Special Meetingnn9-15-15nnnnPresent: Debbi, Becky G., Becky H., Amynnnnnn*Note: This F&L meeting was called in haste because of the appr...
2015-09-12 Finance & Legal minutes
Finance & Legal Committee – Special Meetingnn9-12-15nnnnPresent: Becky G., Debbi, Keith, Amynnnn*This special meeting was called because we...
2015-09-09 Finance & Legal minutes
Great Oak CohousingnnMinutes of Finance & Legal Committeenn9-9-15nnnnPresent: Debbi, Becky G., Becky H., Keith, Amynnnnnn1. Meeting with cand...
2015-08-24 Finance & Legal minutes
*Minutes of GO Finance & Legal Committee *nn8-26-15nnnnnnPresent: Debbi, Becky H., Becky G., Amynnnn1. *2015 Reserve Study*nnnnKeith made not...
2015-08-17 Adding/Removing Items From the Reserve Fund
This proposal addresses items that would no longer be in the fund based on
the new criteria, but which we have already started saving for. This
proposal says let's keep them in until we actually replace the items, then
take them out after that.
the new criteria, but which we have already started saving for. This
proposal says let's keep them in until we actually replace the items, then
take them out after that.
2015-07-22 Finance & Legal minutes
Minutes of 7-22-15 GO Finance & Legal Committee MeetingnnnnPresent: Becky H., Debbi, Keith, AmynnGuest: Veronique Liemnnnn1. *Exploring othe...
2015-07-08 Finance & Legal minutes
Liens
Preparations for Reserve Study proposals at 7?20 community meeting
CH Special Assessment Updates
Preparations for Reserve Study proposals at 7?20 community meeting
CH Special Assessment Updates
2015-06-24 Finance & Legal minutes
Liens update
CH Assessment
CH Assessment
2015-06-16 Finance & Legal minutes
Legal issue arising: basketball court
Accounts receivable
CH Assessment
Reserve Study
Fall F & L jobs (tabled)
Audit (tabled)
Accounts receivable
CH Assessment
Reserve Study
Fall F & L jobs (tabled)
Audit (tabled)
2015-04-27 Finance & Legal minutes
Minutes of F&L Meetingnn4-27-15nnnnPresent: Becky G., Becky H., Debbi, Amy, ElphnnKeith joined us after a Reserve Study meeting at Mary’snn...
2015-04-20 Bed and Breakfast (B&B) Rentals and Liability Insurance
The agreement states that no resident of Great Oak can operate a Bed and Breakfast rental business from their home due to the lack of liability coverage from the community's insurance policy.
2015-04-13 Finance & Legal minutes
F&L Meeting minutesnn4-13-15nnnnPresent: Becky G., Becky H., Keith, Debbi, Mary, Sarah, Amynnnn1. Preparations for 4/20 Community meeting –...
2015-03-23 Finance & Legal minutes
"Small" CH Assessment Proposals
Proposal regarding Bed and Breakfast (B&B) Rentals and Liability
Insurance
Proposal about whether to credit the units purchased after
foreclosure
Accounts Payable
Next steps in editing the "big" CH Assessment proposal
Any news about Reserve Study?
Guidelines for communicating with F&L via e-mail
2014 Taxes
Proposal regarding Bed and Breakfast (B&B) Rentals and Liability
Insurance
Proposal about whether to credit the units purchased after
foreclosure
Accounts Payable
Next steps in editing the "big" CH Assessment proposal
Any news about Reserve Study?
Guidelines for communicating with F&L via e-mail
2014 Taxes
2015-03-16 Amend the Late Payment of Association Dues Policy
What happens when a household continues to fall behind on their Association dues after a lien is placed. The policy includes late fees, liens, pursuing legal action against debtors, and encourages households to communicate with the Finance and Legal Committee to develop a payment plan.
2015-03-09 Finance & Legal minutes
Insurance information
Responses to F&'s Questions to Attorney David Keast regarding the
CH Assessment
Responses to F&'s Questions to Attorney David Keast regarding the
CH Assessment
2015-02-23 Finance & Legal minutes
Jobs for Spring Work Season
Accounts Receivable
CH Assessment Proposals
Insurance issues
Renaming one of the financial reports
Garages
Audi
Bylaws Section pertaining to owner responsibility following a leak
F&L's Cooler Document
Accounts Receivable
CH Assessment Proposals
Insurance issues
Renaming one of the financial reports
Garages
Audi
Bylaws Section pertaining to owner responsibility following a leak
F&L's Cooler Document
2015-02-09 Finance & Legal minutes
Monkey Review
Accounts Receivable
F&L's Stack of Things to Do Document
CH Assessment Proposals
Update on 2014 Year-End Reports
Garages
Accounts Receivable
F&L's Stack of Things to Do Document
CH Assessment Proposals
Update on 2014 Year-End Reports
Garages
2015-01-26 Finance & Legal minutes
Quickbooks API
Bookkeeping process decision
Net metering
Accounts Receivable
Reserve update
CH Assessment proposals
Review questions for Attorney David Keast
Bookkeeping process decision
Net metering
Accounts Receivable
Reserve update
CH Assessment proposals
Review questions for Attorney David Keast
2015-01-04 Finance & Legal minutes
1. Welcome to Becky H., our newest committee member!
2. CH Assessment discussion, continued from previous meetings
a) Additional reasons why we would not like to place liens on the 13
households who still owe on their CH assessments:
2. CH Assessment discussion, continued from previous meetings
a) Additional reasons why we would not like to place liens on the 13
households who still owe on their CH assessments:
2014-12-22 Finance & Legal minutes
Refining questions for attorney re: CH assessment
2014-12-21 Finance & Legal minutes
Special Meeting
The purpose of this special meeting was to take advantage of Adi's visit toAnn Arbor, to discuss his draft proposal and other factors pertaining to
the Common House assessment (see recent F&L minutes for more details).
2014-12-08 Finance & Legal minutes
Need for meeting with GO attorney
GaragesCH Long-Term Assessment
Change in Access to GOCA Bank Accounts
2014-11-24 Finance & Legal minutes
Check-in on ongoing projects
Accounts receivable
Planning for an audit
Review and prioritize F&L to-do list - tabled
Accounts receivable
Planning for an audit
Review and prioritize F&L to-do list - tabled
2014-11-10 Finance & Legal minutes
CH Loan communications and proposal
CH Loan communications and proposalReserve study
Recording garage ownership
Winter F&L Jobs update
Banking: next steps
Accounts receivable
File cabinet
New Member Packet update
Transparency of financial information for members: tabled
Prioritizing our to-do list: tabled
2014-10-27 Finance & Legal minutes
Winter 2015 jobs/workers
Reserve study
Banking
CH Loans
Transparency of GO finances
Garages
Accounts receivable
Reserve study
Banking
CH Loans
Transparency of GO finances
Garages
Accounts receivable
2014-10-13 Finance & Legal minutes
Annual registration of GOCA with State of MI
Documenting garages (tabled until next meeting)
Reserve study
End of Year funds agreement
Accounts payable
CH Loans
Matters arising
Documenting garages (tabled until next meeting)
Reserve study
End of Year funds agreement
Accounts payable
CH Loans
Matters arising
2014-09-22 Finance & Legal minutes
Working on how to document garage ownership
Documenting GaragesEOY funds agreement -- follow up
Revise 2015 F&L budget request
Reserve Study
CH Loans
Accounts Payable
2014-09-15 Revised: Handling End of Year Surplus or Deficit of Money
Simplify the way we handle deficits or surplus funds. Each year, once the books have been officially closed after taxes, the bookkeeper does the calculations to determine how much operating money, if any, is left. If we have a deficit, a special assessment is issued. If we have a surplus, it immediately becomes community money, not committee money.
2014-09-08 Finance & Legal minutes
CH Loan payback suggestions from Len
Bookkeeper update on CPA doings, e.g. 2013 tax return
EOY Balances proposal - feedback from comty mtg
F&L's 2015 budget proposal
Feedback to CH Com about proposed mud-jacking expense
Review next steps on the Reserve Study
Accounts Receivable
New businesss--locking Quickbooks after the year has been closed out
Bookkeeper update on CPA doings, e.g. 2013 tax return
EOY Balances proposal - feedback from comty mtg
F&L's 2015 budget proposal
Feedback to CH Com about proposed mud-jacking expense
Review next steps on the Reserve Study
Accounts Receivable
New businesss--locking Quickbooks after the year has been closed out
2014-08-31 Finance & Legal minutes
Gathering info needed by Paul Conahan for Reserve Study
Expenditures we have made including the cost, date of work, etc.Scheduled expenditures we have put off
Items we think may last longer than we originally expected
Line items that could be deleted
Additions
Need Feedback from Committees
2014-08-24 Finance & Legal minutes
Planning End of Year Balances Proposal
CH Solar Hot Water Loan and Savings Account proposalsa) End of Year Balances Proposal
b) Solar Hot Water Loan Proposal
2015 Reserve Study: Follow-up on 8/11/14 visit from Paul Conahan
Review draft lease for Unit 516
Proposed 2015 Budget Schedule
Review F&L Statement of Activity
Accounts Receivable
Special projects
2014-08-11 Finance & Legal minutes
Planning for Visit from Paul Conahan re: 2015 Reserve Study
Visit from Paul Conahan re: 2015 Reserve StudyProposed 2015 Budget Schedule
F&L Meeting Schedule
CH Solar Hot Water Loan proposal
2014-07-28 Finance & Legal minutes
Quickbooks is fixed!
Quickbooks update and related items2013 taxes
Solar Hot Water loans
Savings account / end of year balances proposal
2015 Budget process timeline
2015 Reserve Study
Special projects: CH loans update, Reserve Fund Investment Policy
Matters arising: review of water bills
2014-07-14 Finance & Legal minutes
F & L Task List now in Important Documents/Finance & Legal Section
Quickbooks update and related items7-21 GO Mtg Update
Solar Hot Water Loans Proposal
2013 Taxes
Estimated quarterly tax payment for 2014
Accounts receivable
Fall jobs
2015 Budget process timeline
CH Loans update
Truck insurance inquiry from TS
Reserve study
Review F&L task list
2014-05-12 Finance & Legal minutes
Problem at Quickbooks
Update on Quickbooks issuesAccounts Receivable
Common House Solar Hot Water Investment Early Pay Back Proposal
Reserve Fund update
Review of current F&L projects
2014-04-14 Finance & Legal minutes
Accounts receivable
CH SDHW repayment proposal
Matters arising
CH SDHW repayment proposal
Matters arising
2014-03-17 Simplify recording of loans from Reserve Fund
Internal transfers (between GOCA accounts) will be recorded with a note rather than as a loan.
2014-03-11 Finance & Legal minutes
Attending: Becky, Debbi, Keith, Adinn- accounts receivablennSeveral more households have paid later than the Feb deadline. We hopenthis doesn't contin...
2014-02-24 Finance & Legal minutes
> From: Becky Grover <beckyagrover at gmail.com>n> Date: February 24, 2014 8:12:43 PM ESTn> To: minutes-finance at gocoho.orgn> Subj...
2013-12-09 Finance & Legal minutes
Attending: Debbi, Becky, Keith, Adinn- F&L policy on lost reimbursement checks is now: All GOCA issued lostnchecks will only be replaced if the or...
2013-11-11 Finance & Legal minutes
Attending: Debbi, Becky G, Keith, AdinnOn Mon, Nov 11, 2013 at 09:31:01AM -0500, R.P. Aditya wrote:n> Agenda:n>n> - any update on accounts re...
2013-08-05 Finance & Legal minutes
I would add a few things:nn1. The essence of the conflict is that legally, according to our bylaws, Landlords are ultimately responsible for any comm...
2013-08-05 Finance & Legal minutes
Attending: Sarah, Mary K., Elph, Kathy B., Keith G., Becky G., Adinn[the discussion was wide ranging and lengthy, I've distilled it to whatnI think wa...
2013-08-05 Finance & Legal minutes
Attending: Sarah, Mary K., Elph, Kathy B., Keith G., Becky G., Adinn[the discussion was wide ranging and lengthy, I've distilled it to whatnI think wa...
2013-05-27 Finance & Legal minutes
just so that we don't wonder what happened to the minutes for thisnmeeting, this is a null placeholder :-)nnnn...
2013-05-14 Finance & Legal minutes
>n>n> F&L meeting 4/22/13 - special sessionn> Becky, Mary, Debbin>n> This meeting was a brainstorming session about the various ...
2013-05-13 Finance & Legal minutes
Attending: Becky, Debbi, Keith, Adinn. Accounts receivablenn- making an agreement waiving late fees from April forward for bothnhouseholds who are qui...
2013-05-12 Finance & Legal minutes
>n>n> F&L meeting 4/22/13 - special sessionn> Becky, Mary, Debbin>n> This meeting was a brainstorming session about the various ...
2013-04-08 Finance & Legal minutes
Attending: Becky, Mary, Debbi, Adinn- Truck billing spreadsheet is here:nnhttps://docs.google.com/spreadsheet/ccc?key=0Ajzz0UJz12OscHZYWDJGQzViN0dyX0F...
2013-03-25 Finance & Legal minutes
Attending: Becky, Mary, Adinn> - The CH loan will have to be repaid on June 30, 2015. In antcipation ofn> that date, F&L has been tasked w...
2013-03-25 Finance & Legal minutes
Attending: Becky, Mary, Adinn> - The CH loan will have to be repaid on June 30, 2015. In antcipation ofn> that date, F&L has been tasked w...
2013-03-11 Finance & Legal minutes
Attending: Becky, Debbie, Mary, AdinnUnit 14 Garage statusnnIf a unit is foreclosed, the unit and the garage that goes with itnbelongs to the bank (fi...
2013-02-25 Finance & Legal minutes
Attending: Becky, Debbi, AdinnAR - when Debbi has been able to make contact, the results have beennpositive, however coordinating with several people ...
2013-01-28 Finance & Legal minutes
Attending: Debbi, Becky, Adinn- F&L will offer to household that is very behind to waive late fees ifnthey stay current on HOA monthly plus an add...
2013-01-14 Finance & Legal minutes
>n> 1/14/13n>n> F&L meetingn> Present: Adi, Jillian, Sarah, Debbi, Becky, Mary, Kathyn>n> Agendan> Main item was a multi-...
2013-01-14 Finance & Legal minutes
>n> 1/14/13n>n> F&L meetingn> Present: Adi, Jillian, Sarah, Debbi, Becky, Mary, Kathyn>n> Agendan> Main item was a multi-...
2013-01-13 Finance & Legal minutes
Attending: Debbi, Becky, Keith, Adinn- accounts receivable: Debbi is having conversations and feels therenis progressnnDebbi will craft a proposal to ...
2012-11-26 Finance & Legal minutes
- upcoming work season pre-assignmentsnnwe are going to leave it to the work allocation party! (with a bit ofnpre-planning as possible) -- an email wa...
2012-11-12 Finance & Legal minutes
________________________________nn- reserve fund spending and investment policy -- prepare fornpresentation for 11/19 Community meeting -- the key que...
2012-11-12 Finance & Legal minutes
________________________________nn- reserve fund spending and investment policy -- prepare fornpresentation for 11/19 Community meeting -- the key que...
2012-11-12 Finance & Legal minutes
Attending: Becky, Mary, Adinn- placing liens on households behind over $1000nnwe are awaiting some details but it looks like we might only have tonupd...
2012-10-22 Finance & Legal minutes
- update on taxes and other matters from the meeting with Len Ptylak:nnhttp://gocoho.org/pipermail/finance_gocoho.org/2012-October/004893.htmlnna) We ...
2012-10-08 Finance & Legal minutes
- bookkeeper's report on arrears etc.n-- HOA arrears collection from owing householdsnn2 households are pushing against the $1000 threshold and Becky ...
2012-10-08 Finance & Legal minutes
- bookkeeper's report on arrears etc.n-- HOA arrears collection from owing householdsnn2 households are pushing against the $1000 threshold and Becky ...
2012-09-24 Finance & Legal minutes
Attending: Becky G., Mary K., Adi, Eric M.nn- any new information from CPA about how many years of GOCA federalntaxes we have to amend?nnno response y...
2012-09-10 Finance & Legal minutes
Attending: Mary K., Judith S., Eric M., Adinn- F&L Meeting time and lengthnnwe're going to keep the meetings on the 2nd and 4th Mondays, 9/24, 10/...
2012-09-10 Finance & Legal minutes
Attending: Mary K., Judith S., Eric M., Adinn- F&L Meeting time and lengthnnwe're going to keep the meetings on the 2nd and 4th Mondays, 9/24, 10/...
2012-08-27 Finance & Legal minutes
F&L Committee Minutesnn8-27-12nnnnPresent: Eric, Becky, Mary, Adi, Amynnnn1. Next steps following decision on Late Payment of Association Dues...
2012-08-27 Finance & Legal minutes
F&L Committee Minutesnn8-27-12nnnnPresent: Eric, Becky, Mary, Adi, Amynnnn1. Next steps following decision on Late Payment of Association Dues...
2012-08-13 Finance & Legal minutes
Minutes of F&L Meetingnn8-13-12nnnnPresent: Kathy, Mary, Eric, Amy, Adinnnnnn1. Finops check-in (taxes, A/R, matters arising)nnnn*Accounts Re...
2012-07-23 Finance & Legal minutes
>n> Minutes of F&L Meetingn>n> 7-23-12n>n>n>n> Present: Mary, Eric, Becky, Kathy, Amyn>n>n>n>n>n> 1. ...
2012-07-09 Finance & Legal minutes
>n> Minutes of F&L Committee Meetingn>n> 7-9-12n>n>n>n> Present: Becky, Eric, Mary, Amyn>n>n>n> 1. Draft o...
2012-06-10 Finance & Legal minutes
*Minutes of 6-10-12 F&L MeetingnnPresent: Mary, Eric, Amy (and Liam)nn1. Next steps on CH Loan ProposalnnMONKEY: Amy will ask Elph and Kathy t...
2012-05-14 Finance & Legal minutes
> Minutes of F&L Meetingn>n> 5-14-12n>n>n>n> Present: Becky, Mary, Eric, Amy, Kathy (briefly), Adin>n>n>n> 1. ...
2012-04-23 Finance & Legal minutes
F&L Minutesnn4-23-12nnnnPresent: Mary, Becky, Amy, Kathy, Aaron (for a few minutes)nnnnAGENDAnnnn1. Master Deednn2. Thanks to Aaron who is ...
2012-04-23 Finance & Legal minutes
F&L Minutesnn4-23-12nnnnPresent: Mary, Becky, Amy, Kathy, Aaron (for a few minutes)nnnnAGENDAnnnn1. Master Deednn2. Thanks to Aaron who is ...
2012-04-09 Finance & Legal minutes
Minutes of 4.9.12 Finance & Legal Committee MeetingnnnnPresent: Becky, Mary, Aaron, Kathy, Elisha, Amy, AdinnnnAGENDAnn1. Getting FHA status ...
2012-03-12 Finance & Legal minutes
Sorry these are so late!nnMinutes of F&L Meeting – 3-12-12nn>n>n> Present: Mary, Aaron, Becky, Kathy, Amyn>n>n>n> AGEN...
2012-02-27 Finance & Legal minutes
Sorry these are so late.nn>n>n> *Minutes of 2.27.12 F&L Meeting*n>n>n>n> Present: Becky, Mary, Aaron, Amyn>n>n>n>...
2012-02-13 Finance & Legal minutes
F&L Minutes 2.13.12
Present: Becky, Aaron, Mary, Amy, Elph, Kathy
AGENDA
1. Monthly reports
2. Maturing Investments
3....
Present: Becky, Aaron, Mary, Amy, Elph, Kathy
AGENDA
1. Monthly reports
2. Maturing Investments
3....
2012-01-22 Finance & Legal minutes
*F&L** Meeting Minutes*nn1/22/12nnnnnnIn attendance: Kathy Boblitt, Becky Grover, Rod Johnson, Aaron Aalstrom,nAmy Harris, Mary Kingnnnnnn1. Dis...
2012-01-22 Finance & Legal minutes
*F&L** Meeting Minutes*nn1/22/12nnnnnnIn attendance: Kathy Boblitt, Becky Grover, Rod Johnson, Aaron Aalstrom,nAmy Harris, Mary Kingnnnnnn1. Dis...
2012-01-09 Finance & Legal minutes
*Minutes of F&L Committee Meeting*nn*1-9-12*nnnnPresent: Mary, Becky, Kathy, Aaron, Amy, Adi (for a portion of the mtg)nnnnMonkeys:nn- Monk...
2011-12-19 Proposal to Change Great Oak Master Deed
F&L is asking for the community's approval to work with our attorney to incorporate changes into our Master Deed. Changes include:
* Buyers of units must fulfill certain requirements
* How to Sell Your Garage Usage Rights
* GCE/LCE Designations / clarifications described in a matrix / spreadsheet.
* Buyers of units must fulfill certain requirements
* How to Sell Your Garage Usage Rights
* GCE/LCE Designations / clarifications described in a matrix / spreadsheet.
2011-12-12 Finance & Legal minutes
Minutes of F&L Meetingnn12-12-11nnnnPresent: Mary, Amy, Aaron, Michael Prypleshnnnn1. Discuss community feedback on Master Deed changes; revis...
2011-11-28 Finance & Legal minutes
F&L Meeting minutesnn11-28-11nnnnPresent: Mary, Kathy, Aaron, Becky, AmynnnnAGENDAnn1. Moving GOCA funds to a new banknn2. Master Deednn3. GOC...
2011-11-14 Finance & Legal minutes
---------- Forwarded message ----------nFrom: Aaron Wilson-Ahlstrom <wilsonahlstrom at gmail.com>nDate: Fri, Nov 18, 2011 at 10:05 PMnSubject: F...
2011-11-14 Finance & Legal minutes
---------- Forwarded message ----------nFrom: Aaron Wilson-Ahlstrom <wilsonahlstrom at gmail.com>nDate: Fri, Nov 18, 2011 at 10:05 PMnSubject: F...
2011-10-24 Finance & Legal minutes
Minutes of F&L Meetingnn10-24-11nnnnPresent: Mary, Aaron, Becky, Amy, Kathynnn*Agenda*nn1. Rebate Follow Upnn2. Refine External Bookkeeper Job...
2011-10-10 Finance & Legal minutes
Minutes of F&L Committee Meetingnn10-10-11nnnnPresent: Mary, Aaron, Becky, Amy, Kathy, Adinnnn*Agenda*nn1. Minutes of 9/28/11meetingnn2. ...
2011-10-10 Finance & Legal minutes
Minutes of F&L Committee Meetingnn10-10-11nnnnPresent: Mary, Aaron, Becky, Amy, Kathy, Adinnnn*Agenda*nn1. Minutes of 9/28/11meetingnn2. ...
2011-09-28 Finance & Legal minutes
Minutes of F&L Meetingnn9-28-11nnnnPresent: Aaron, Mary, Becky, Amy, Kathynnnn*Agenda*nn1. Carl’s cleanup of the GO booksnn2. Carl&...
2011-09-12 Finance & Legal minutes
Minutes of F&L Committee Meetingnn9-12-11nnnnPresent: Aaron, Mary, Amynnnnnn1. Unit 28 SalennMichael Pryplesh and his family closed on the pur...
2011-09-12 Finance & Legal minutes
HI Katie,nnNo worries -- the rebate issue -- if there are funds for rebate (still notncertain until we hear from Carl) -- will definitely be brought t...
2011-09-12 Finance & Legal minutes
Hi F&L, a couple of things:nn> At its last meeting, F&L concluded that its proper role is to be veryn> conservative in safeguarding the ...
2011-09-12 Finance & Legal minutes
Hi F&L, a couple of things:nn> At its last meeting, F&L concluded that its proper role is to be veryn> conservative in safeguarding the ...
2011-08-22 Finance & Legal minutes
Minutes of F&L meetingnn8-22-11nnnnPresent: Mary, Aaron, AmynnnnNote -- the previous F&L meeting on August 8 was cancelled because ofnvacatio...
2011-08-22 Finance & Legal minutes
Minutes of F&L meetingnn8-22-11nnnnPresent: Mary, Aaron, AmynnnnNote -- the previous F&L meeting on August 8 was cancelled because ofnvacatio...
2011-08-22 Finance & Legal minutes
Minutes of F&L meetingnn8-22-11nnnnPresent: Mary, Aaron, AmynnnnNote -- the previous F&L meeting on August 8 was cancelled because ofnvacatio...
2011-07-25 Finance & Legal minutes
Here are the minutes from our F&L mtg. July 25:nn*F&L Minutes*nn*July 25, 2011*nn* *nn*Present:* Becky, Mary, Aaron, Elph (from Grounds, to make an in-personnrequest re: cracks in the asphalt)nnnn*Agenda: *nn1) Discussion of request from Grounds to fill cracks this summer.nn2) Discussion of request from Buildings to paint porches this summer.nnnn
2011-07-25 Finance & Legal minutes
Here are the minutes from our F&L mtg. July 25:nn*F&L Minutes*nn*July 25, 2011*nn* *nn*Present:* Becky, Mary, Aaron, Elph (from Grounds, to make an in-personnrequest re: cracks in the asphalt)nnnn*Agenda: *nn1) Discussion of request from Grounds to fill cracks this summer.nn2) Discussion of request from Buildings to paint porches this summer.nnnn
2011-07-11 Finance & Legal minutes
F&L Minutes 7-11-11nnnnPresent: Becky, Amynnnnnn1. Becky to present CH Flooring Proposal at 7/18 community meetingnnnnBecky will present a pr...
2011-06-27 Finance & Legal minutes
Minutes of F&L Meetingnn6-27-11nnnnPresent: Aaron, Mary, Becky, Amynnnn1. Checking in on foreclosure of Dorothy’s unitnnnnWhile we were ...
2011-06-27 Finance & Legal minutes
Minutes of F&L Meetingnn6-27-11nnnnPresent: Aaron, Mary, Becky, Amynnnn1. Checking in on foreclosure of Dorothy’s unitnnnnWhile we were ...
2011-06-13 Finance & Legal minutes
Minutes of F&L Meetingnn6-13-11nnnnPresent: Aaron, Becky, Mary, AmynnGuests: Carl, Adinnnn1. Vincent’s messagennnnVincent e-mailed F&a...
2011-05-23 Finance & Legal minutes
F&L Minutes 5-23-11nnnnPresent: Aaron, Becky, Mary, Amynnnnnn1. GaragesnnnnMONKEY: Amy will e-mail Rod, Carl, and Ted to make sure they are ...
2011-05-23 Finance & Legal minutes
F&L Minutes 5-23-11nnnnPresent: Aaron, Becky, Mary, Amynnnnnn1. GaragesnnnnMONKEY: Amy will e-mail Rod, Carl, and Ted to make sure they are ...
2011-05-11 Solar Panels on Garages to Serve Common House
We would like to install a Solar Photovoltaic (PV) system on the
south-facing roofs of two garage banks to provide low-emission,
renewable electricity for the Great Oak Common House
south-facing roofs of two garage banks to provide low-emission,
renewable electricity for the Great Oak Common House
2011-05-09 Finance & Legal minutes
Meeting of F&L Committeen5-9-11nnPresent: Mary, Becky, AmynnWe reviewed and updated F&L's list of things to do and assigned prioritynlevels ...
2011-05-01 Finance & Legal minutes
F&L Special meeting about Solar Currents Proposalnn5-1-11nnnnPresent: Aaron, Carl, Mary, Becky, AmynnBrief visit from: Adinnnnnn1) Welcome, Be...
2011-05-01 Finance & Legal minutes
F&L Special meeting about Solar Currents Proposalnn5-1-11nnnnPresent: Aaron, Carl, Mary, Becky, AmynnBrief visit from: Adinnnnnn1) Welcome, Be...
2011-04-25 Finance & Legal minutes
Notes from Joint F&L and Solar Currents Committee Meetingnn4-25-11nnnnF&L Members Present: Mary, Aaron, Amy, CarlnnGuests: Solar Currents Ad...
2011-04-11 Finance & Legal minutes
>n> Minutes of F&L Meetingn>n> 4-11-11n>n>n>n> Present: Aaron, Mary, Carl, Amyn>n> Guest: Pamn>n>n>n> ...
2011-03-28 Finance & Legal minutes
>n> Minutes of F&L Meetingn>n> 3-28-11n>n>n>n> Present: Mary, Aaron, Amy, Peter, Carln>n>n>n> 1. Reserve ...
2011-03-14 Finance & Legal minutes
Minutes of F&L Meetingnn3-14-11nnnnPresent: Aaron, Mary, Carl, Peter, Adi (guest)nnnnnn1. Investing the Reserve FundnnnnOn 2-26-10, Aaron for...
2011-03-14 Finance & Legal minutes
Minutes of F&L Meetingnn3-14-11nnnnPresent: Aaron, Mary, Carl, Peter, Adi (guest)nnnnnn1. Investing the Reserve FundnnnnOn 2-26-10, Aaron for...
2011-03-03 Finance & Legal minutes
Minutes of Finance & Legal Meetingnn3-3-11nnnnPresent: Aaron, Amy, Mary, Carlnnnn1. Due Date of Association FeesnnnnF&L would like to mov...
2011-02-14 Finance & Legal minutes
Sorry these are so late getting out.nnMinutes of F&L Meetingn2-14-11nnPresent: Mary, Carl, Peter, Aaron, AmynGuest: Katienn1. Report from C...
2011-01-24 Finance & Legal minutes
Minutes of Finance & Legal Committee Meetingnn1-24-11nnnnPresent: Aaron, Peter, Mary, Amynnnn1. Proposal to roll over funds from 2010nnnnF&am...
2011-01-24 Finance & Legal minutes
Minutes of Finance & Legal Committee Meetingnn1-24-11nnnnPresent: Aaron, Peter, Mary, Amynnnn1. Proposal to roll over funds from 2010nnnnF&am...
2011-01-10 Finance & Legal minutes
Minutes of F&L Meetingnn1-10-11nnnnPresent: Mary, Carl, Aaron, Amy, PeternnGuest: Gailnnnnnn1. Document ProjectnnnGail provided copies of tw...
2010-12-15 Finance & Legal minutes
Minutes of Finance & Legal Committee MeetingnnDecember 15, 2010nnnnPresent: Aaron, Carl, Peter, Amy,nnGuest: Marynnnnnn1. Reserve Study - fin...
2010-11-22 Finance & Legal minutes
Minutes of F&L Meetingnn11-22-10nnnnnnPresent: Carl, Peter, Amynnn1. Organizing Community Documents ProjectnnnnGail will come to our next mee...
2010-11-22 Finance & Legal minutes
Minutes of F&L Meetingnn11-22-10nnnnnnPresent: Carl, Peter, Amynnn1. Organizing Community Documents ProjectnnnnGail will come to our next mee...
2010-11-08 Finance & Legal minutes
Minutes of F&L Meetingnn11-8-10nnnnPresent: Carl, Aaron, Peter, AmynnGuest: Marynnnn1. Jobs for next seasonnnnnWe need to have consistency o...
2010-10-11 Finance & Legal minutes
Minutes of F&L Meetingnn10-11-10nnnnCommittee Members Present: Aaron, Carl, AmynnGuests: George, Marynnnn1. Reserve Studynnnna) George&#...
2010-10-03 Finance & Legal minutes
Special F&L meetingnnPresent: Carl, Amy, and guest Adinn10-3-10nnnnnn1) Dave Butler’s Unit UpdatennnnCarl has sent information about Dave...
2010-09-27 Finance & Legal minutes
Minutes of F&L Meetingnn9-27-10nnnnPresent: Carl, Aaron, Peter, Amynnnn1. Accounts PayablennnnWe discussed a number of late payment situation...
2010-08-25 Finance & Legal minutes
Minutes of F&L Meetingnn8-25-10nnnnPresent: Aaron, Carl, Mary, Amynnnn1. Wells-FargonnMary will try to reach Wells-Fargo on Friday or Saturda...
2010-08-09 Finance & Legal minutes
Minutes of F&L Meeting – 8-9-10nnnnPresent: Elph, Mary, Carl, Amynnnnnn1. Document organizing projectnnnnGail will join us at the first ...
2010-07-22 Finance & Legal minutes
>n> Minutes of F&L Meetingn>n> 7-22-10n>nnn> Present: Aaron, Mary, Carl, Amyn>nnn> 1. Unit in Arrearsn>nnn> Th...
2010-07-12 Finance & Legal minutes
Minutes of F&L Meetingnn7-12-10nnnnPresent: Mary, Carl, Aaron, Amy, and Cher by cell phonennGuest: Gailnnnn1. Update on GO-Documents project ...
2010-06-22 Finance & Legal minutes
Minutes of F&L meetingnn6-22-10nnnnPresent: Elph, Carl, Amy, Cher, Aaron (by skype!)nnnn1. Status of Association feesnnnnAll but one househol...
2010-06-13 Finance & Legal minutes
1. Update on Document Organization (Gail; Monkey from Mary)rnrn2. Update on Accounts Receivable and Lien filing processrnrn3. Annual Review - Update? (Mary's Monkey)rnrn4. Review of Membership Materialsrnrn5. Suggestion for Proposal related to bidding policy (from Talk); (and taskrnfor F&L tornrncreate a form for getting 3 bids)rnrn6. 2nd Mtg in June - change day/time
2010-05-10 Finance & Legal minutes
Minutes of F&L Meetingnn5-10-10nnnnPresent: Aaron, Mary, Amy, Carl, Elph, and Gailnnnn1. Welcome to new F&L member Carl!nn2. GO Docum...
2010-04-22 Finance & Legal minutes
Minutes of F&L Meetingnn4-22-10nnnnPresent: Aaron, Mary, AmynnGuest: Rodnnnn1. Buildings Maintenance Rollover Fund: follow up from 4-19-10...
2010-04-22 Finance & Legal minutes
Minutes of F&L Meetingnn4-22-10nnnnPresent: Aaron, Mary, AmynnGuest: Rodnnnn1. Buildings Maintenance Rollover Fund: follow up from 4-19-10...
2010-04-12 Finance & Legal minutes
Minutes F&L Committee Meetingnn4-12-10nnPresent: Aaron, Mary, Amy, Rodnn1. Covering the Overspent Buildings Line Item in the 2009 BudgetnnBac...
2010-04-03 Finance & Legal minutes
*Minutes of F&L “Summit”*nn4/3/10, 10 am to 1 pmnnPresent: Aaron, Elph, Mary, AmynnAt the Roadhouse over breakfastnnnF&L had a &q...
2010-04-03 Finance & Legal minutes
*Minutes of F&L “Summit”*nn4/3/10, 10 am to 1 pmnnPresent: Aaron, Elph, Mary, AmynnAt the Roadhouse over breakfastnnnF&L had a &q...
2010-03-18 Finance & Legal minutes
Minutes of Finance & Legal Committee Meetingnn3-18-10nnPresent: Aaron, Mary, Amy, Elphnnnn1. Households in arrearsnnWe discussed the status o...
2010-02-23 Finance & Legal minutes
Minutes of F&L Meetingn2-23-10nPresent: Aaron, Cher, Mary, AmynGuest: Debbinnn1. Update on Households Significantly in ArrearsnnWe've received s...
2010-02-08 Finance & Legal minutes
>n> Minutes of F&L Committee meetingn>n> 2.8.10n>n> Present: Cher, Mary, Aaron, Amyn>n> 1. Committee to-do listn>...
2010-02-02 Finance & Legal minutes
F&L Impromptu Meeting 2-2-10nPresent: Cher, Aaron, Mary, AmynnF&L met specially to discuss the foreclosure situation. Elph was not able to ...
2010-01-11 Finance & Legal minutes
F&L Minutes for 1.11.10
Present: Aaron, Elph, Mary, Amy
1. Welcoming new members: Mary! and Cher (in abstentia)!
2. Late Association Fees - Ne...
Present: Aaron, Elph, Mary, Amy
1. Welcoming new members: Mary! and Cher (in abstentia)!
2. Late Association Fees - Ne...
2009-12-14 Payment of Late Association Fees Policy
Policies and procedures for addressing nonpayment of assessments, including increased late fees and periodic reports on past due accounts without divulging names, to incentivize timely payments and protect the Association against unpaid fees.
2009-11-23 Finance & Legal minutes
Minutes of F&L Meeting for 11/23/09
Present: Aaron, Cher, Elph, Amy
1. Late Assoc Fee Proposal
We need to to finalize a version of this docum...
Present: Aaron, Cher, Elph, Amy
1. Late Assoc Fee Proposal
We need to to finalize a version of this docum...
2009-11-23 Finance & Legal minutes
Minutes of F&L Meeting for 11/23/09
Present: Aaron, Cher, Elph, Amy
1. Late Assoc Fee Proposal
We need to to finalize a version of this docum...
Present: Aaron, Cher, Elph, Amy
1. Late Assoc Fee Proposal
We need to to finalize a version of this docum...
2009-11-02 Finance & Legal minutes
Minutes of Finance & Legal Meeting
Monday, Nov 2, 2009 - 7pm
Present:
Aaron, Elph, Amy
Agenda:
1. Late Association Fees policy (decision and ne...
Monday, Nov 2, 2009 - 7pm
Present:
Aaron, Elph, Amy
Agenda:
1. Late Association Fees policy (decision and ne...
2009-10-26 Finance & Legal minutes
Minutes of 10/26/09 Finance & Legal Meeting
Present: Elph, Amy
1. Status of policy regarding late association fees
We did not approve the pol...
Present: Elph, Amy
1. Status of policy regarding late association fees
We did not approve the pol...
2009-10-12 Finance & Legal minutes
F&L Committee Minutes
11/12/09
Present: Elph, Aaron, Cher, Rod, Amy
1. Late Association Fee policy
We reviewed the suggestions received at t...
11/12/09
Present: Elph, Aaron, Cher, Rod, Amy
1. Late Association Fee policy
We reviewed the suggestions received at t...
2009-09-14 Finance & Legal minutes
Minutes of Finance & Legal Committee Meeting
9/14/09
Present: Elph, Aaron, Amy
1. Reserve Study
Elph will resume work on the Reserve Study in ...
9/14/09
Present: Elph, Aaron, Amy
1. Reserve Study
Elph will resume work on the Reserve Study in ...
2009-07-27 Finance & Legal minutes
F&L Meeting Minutes
July 27, 2009
Present: Elph, Aaron, Emily, Amy
1. Self-Management of Community Associations (book)
Written by the Commu...
July 27, 2009
Present: Elph, Aaron, Emily, Amy
1. Self-Management of Community Associations (book)
Written by the Commu...
2009-05-11 Finance & Legal minutes
Finance Cmtee Minutes for 11May09
Present: Aaron, Emily, Amy
1. CH Loan
We discussed the pros and cons of borrowing about $90K for 3 years for
t...
Present: Aaron, Emily, Amy
1. CH Loan
We discussed the pros and cons of borrowing about $90K for 3 years for
t...
2008-12-24 Finance & Legal minutes
Finance & Legal
12/22/08 8 pm
Attendance: Elph, Dale, special guest Amy H
Agenda items:
Concerns about association fees
Review financial repor...
12/22/08 8 pm
Attendance: Elph, Dale, special guest Amy H
Agenda items:
Concerns about association fees
Review financial repor...
2008-11-10 Finance & Legal minutes
F&L Meeting
11/10/08
Present: Dale, Elph, Aaron
Guest: Paul Conahan
Minutes by Aaron.
Agenda:
Discuss Reserve Study 2.0 with Paul Conahan.
11/10/08
Present: Dale, Elph, Aaron
Guest: Paul Conahan
Minutes by Aaron.
Agenda:
Discuss Reserve Study 2.0 with Paul Conahan.
2008-10-27 Finance & Legal minutes
Finance and Legal Committee
10/27/08
Attendance: Elph, Dale, Aaron
Review monkeys and previous minutes
10/27/08
Attendance: Elph, Dale, Aaron
Review monkeys and previous minutes
2008-09-22 Finance & Legal minutes
*F&L Meeting*
*Sep 22, 2008*
Attending: Elph, Dale, Aaron
Agenda Items:
- Adding an Interpretation to Monthly Reports
- R...
*Sep 22, 2008*
Attending: Elph, Dale, Aaron
Agenda Items:
- Adding an Interpretation to Monthly Reports
- R...
2008-09-08 Finance & Legal minutes
Attending: Elph, Dale, Aaron
Finance reports:
September balances--
Checking account: $54,200
Reserve: $53,600 (5 yr CD), $49,000 (money market)
W...
Finance reports:
September balances--
Checking account: $54,200
Reserve: $53,600 (5 yr CD), $49,000 (money market)
W...
2008-07-14 Finance & Legal minutes
Attending: Helen, Emily, Adi
- tree house insurance review
MONKEY: Elph will call Barb Young to ask if we need a "tree house" rider
- wor...
- tree house insurance review
MONKEY: Elph will call Barb Young to ask if we need a "tree house" rider
- wor...
2008-06-09 Finance & Legal minutes
Attending: Helen, Elph, Adi
- report from Citizen bank (holder of our GOCA loans $107k remaining in
principal -- we pay $378/month on the principal a...
- report from Citizen bank (holder of our GOCA loans $107k remaining in
principal -- we pay $378/month on the principal a...
2008-04-14 Finance & Legal minutes
Attending: Elph, Emily, Adi
- review of bank accounts/balances
Tracy will verify to Kathy B. whether the bank account balances in Quickbooks
are rec...
- review of bank accounts/balances
Tracy will verify to Kathy B. whether the bank account balances in Quickbooks
are rec...
2008-03-24 Finance & Legal minutes
Attending: Emily, Kathy B., Adi, Melissa M.
- review of accounts: same 3 households are behind, though one paid half of
balance, monthly report will ...
- review of accounts: same 3 households are behind, though one paid half of
balance, monthly report will ...
2008-02-12 Finance & Legal minutes
Finance and Legal Cmtee Minutes
12Feb08
present: carl, tracy, elph
Reviewed end of year financial statements
Three households behind, all have sign...
12Feb08
present: carl, tracy, elph
Reviewed end of year financial statements
Three households behind, all have sign...
2008-02-09 Finance & Legal minutes
Finance Committee Minutes
Feb 9, 8pm
Present: elph, aaron, kelly
Agenda
1. Closing 2008 books / rebate
2. Credit union changes
3. Touchstone CH Pro...
Feb 9, 8pm
Present: elph, aaron, kelly
Agenda
1. Closing 2008 books / rebate
2. Credit union changes
3. Touchstone CH Pro...
2008-01-14 Finance & Legal minutes
attending: sarah, tracy, elph, adi, emily
Balances through the end of 12/2007:
GOCA checking: $50,700
reserve fund CD $52,000
reserve fund Money mar...
Balances through the end of 12/2007:
GOCA checking: $50,700
reserve fund CD $52,000
reserve fund Money mar...
2007-11-12 Finance & Legal minutes
- Work positions for next season
- Lawyer/Master Deed changes
- Lawyer/Master Deed changes
2007-10-22 Finance & Legal minutes
attending: george, tracy, adi, emily
- tracy wants not to do f&l meetings/mailing-list through the end of
the year
- what are criteria to spend ...
- tracy wants not to do f&l meetings/mailing-list through the end of
the year
- what are criteria to spend ...
2007-08-27 Finance & Legal minutes
Finance Cmtee Meeting 08/27/07 Minutes (revised to include george in present
list)
present: adi, nancy, emily, tracy, elph, george
Agenda
1. Next ste...
list)
present: adi, nancy, emily, tracy, elph, george
Agenda
1. Next ste...
2007-07-23 Finance & Legal minutes
Finance Committee Meeting 07-23-2007 Minutes
Agenda
1. financial reports
2. LCE/GCE as regards porches
Agenda
1. financial reports
2. LCE/GCE as regards porches
2007-07-07 Finance & Legal minutes
On Mon, Jul 09, 2007 at 08:31:26PM -0400, Elph Morgan wrote:
> Monkey: Adi find and email the F&L mandate to the group
http://boa.fluidthought...
> Monkey: Adi find and email the F&L mandate to the group
http://boa.fluidthought...
2007-07-07 Finance & Legal minutes
Finance Cmtee Meeting 07/07/2007 Minutes
Agenda
1. Work assigments
2. A/R report
3. Status of LCE/GCE deck section
Agenda
1. Work assigments
2. A/R report
3. Status of LCE/GCE deck section
2007-07-07 Finance & Legal minutes
On Mon, Jul 09, 2007 at 08:31:26PM -0400, Elph Morgan wrote:
> Monkey: Adi find and email the F&L mandate to the group
http://boa.fluidthought...
> Monkey: Adi find and email the F&L mandate to the group
http://boa.fluidthought...
2007-06-11 Finance & Legal minutes
Finance Cmtee Meeting June 11, 2007 Minutes
Agenda
1. Review Financial Reports
2. Late Association Fee Reports
3. LCE/GCE
4. Budget Time
5. Electronic Payments
Agenda
1. Review Financial Reports
2. Late Association Fee Reports
3. LCE/GCE
4. Budget Time
5. Electronic Payments
2007-05-14 Finance & Legal minutes
Finance Cmtee Meeting 14 May 07 Minutes
Agenda:
1) Past Due Association Fees
2) LCE/GCE
3) Review Financials
4) Community Education
5) Budge...
Agenda:
1) Past Due Association Fees
2) LCE/GCE
3) Review Financials
4) Community Education
5) Budge...
2007-05-14 Finance & Legal minutes
Finance Cmtee Meeting 14May07 Minutes
Agenda:
1) Past Due Association Fees
2) LCE/GCE
3) Review Financials
4) Community Education
5) Budget ...
Agenda:
1) Past Due Association Fees
2) LCE/GCE
3) Review Financials
4) Community Education
5) Budget ...
2007-04-23 Finance & Legal minutes
- Cash flow
- LCE/GCE
- LCE/GCE
2007-04-23 Finance & Legal minutes
Finance Cmtee Meeting 23Apr07 Minutes
Present: Elph, Adi, Judith, Tracy, Pam
Minutes: Judith
Agenda: LCE/GCE
Cash flow
Monkey: Tracy wil...
Present: Elph, Adi, Judith, Tracy, Pam
Minutes: Judith
Agenda: LCE/GCE
Cash flow
Monkey: Tracy wil...
2007-01-28 Finance & Legal minutes
Meals still owes Great Oak $1902.85
The Bookkeeper
>
>
> MONKEY: bookkeeper to let meals know their share of the startup balance
> rema...
The Bookkeeper
>
>
> MONKEY: bookkeeper to let meals know their share of the startup balance
> rema...
2007-01-28 Finance & Legal minutes
Attending: elph, carl, adi
MONKEY: bookkeeper to let meals know their share of the startup balance
remaining
- GOCA loaned startup money to meals or...
MONKEY: bookkeeper to let meals know their share of the startup balance
remaining
- GOCA loaned startup money to meals or...
2006-09-25 Finance & Legal minutes
1. Review Master Deed Proposalrn2. Southbank garages alterations should not be happeningrn3. Finished basements and concern over sprinkler headsrn4. Conduit install for rewiring phone and ethernetrn5. Behindedness
2006-08-14 Finance & Legal minutes
Credit card for the CH shopper
2006-01-16 GO Finance and Legal Committee Mandate
The Finance and Legal Committee is a standing committee that addresses the financial and legal concerns of the community. The committee is empowered to implement decisions made by the community, and their responsibilities include budgeting and financial planning, managing investments, preparing taxes and reports, and working with legal experts to provide information to the community.
2005-12-15 Great Oak Cohousing Final Zoning compliance
Final Zoning Compliance from Scio Township
2005-11-14 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Date: November 14th, 2005, location: CH sitting room
----
Attendance:
Minutes by:
* steering report
* finops and bookkeepe...
Date: November 14th, 2005, location: CH sitting room
----
Attendance:
Minutes by:
* steering report
* finops and bookkeepe...
2005-10-24 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Date: Monday, October 24th at 7:30pm, location: Tracy's, unit #28
----
Attendance:
Minutes by: Judith
* rogue water bill f...
Date: Monday, October 24th at 7:30pm, location: Tracy's, unit #28
----
Attendance:
Minutes by: Judith
* rogue water bill f...
2005-10-10 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Date: October 10th, 7:30pm location: Willie's house (#33)
----
Attendance:
Minutes by: Jim Graham
* loan from LTCRF for fa...
Date: October 10th, 7:30pm location: Willie's house (#33)
----
Attendance:
Minutes by: Jim Graham
* loan from LTCRF for fa...
2005-09-26 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Date: Sept. 26th, 7:30pm
location: Tracy's (unit #28)
----
Minutes by: Judith
* steering report
* finops and bookkeeper's ...
Date: Sept. 26th, 7:30pm
location: Tracy's (unit #28)
----
Minutes by: Judith
* steering report
* finops and bookkeeper's ...
2005-09-12 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Date: September 12, 2005, location: CH sitting room
----
FINANCE & LEGAL [[Meeting]] Minutes - 12 Sept 05
ATTENDING: Willi...
Date: September 12, 2005, location: CH sitting room
----
FINANCE & LEGAL [[Meeting]] Minutes - 12 Sept 05
ATTENDING: Willi...
2005-08-22 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Date,: August 22nd, 2005. location: Tracy's house (unit 28)
----
Minutes by: Adi
= Agenda =
* steering report
* finops an...
Date,: August 22nd, 2005. location: Tracy's house (unit 28)
----
Minutes by: Adi
= Agenda =
* steering report
* finops an...
2005-08-08 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Date: Aug. 8th, 7pm location: CH sitting room
----
== Agenda ==
* visitors from membership: discuss new member requirement...
Date: Aug. 8th, 7pm location: CH sitting room
----
== Agenda ==
* visitors from membership: discuss new member requirement...
2005-07-25 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Monday, July 25th, 7pm
location: Adi's house
----
* monkey review
* taxes review
* steering report
* finops and bookkeeper'...
Monday, July 25th, 7pm
location: Adi's house
----
* monkey review
* taxes review
* steering report
* finops and bookkeeper'...
2005-07-11 Finance & Legal minutes
* steering reportrn * finops and bookkeeper's reportrn o closing the books? rn * contingency allocation proposalrn * budget surplus/deficit proposalrn * LCE/GCE presentationrn * garage ownership researchrn * dec sheet, and other insurance bidsrn * committee mandatern * investing LTCRFrn o do we manage loans from the reserve? how? rn * FandLCurrentMonkeys
2005-07-11 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
July 11th, location: CH sitting room
----
== Proposed Agenda ==
* steering report
* finops and bookkeeper's report
** clo...
July 11th, location: CH sitting room
----
== Proposed Agenda ==
* steering report
* finops and bookkeeper's report
** clo...
2005-06-27 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Monday, June 27th, location: CH sitting room
----
Attendance:
Minutes by: Adi
<pre>
Attending: Tracy w/Seth, Willie, [[El...
Monday, June 27th, location: CH sitting room
----
Attendance:
Minutes by: Adi
<pre>
Attending: Tracy w/Seth, Willie, [[El...
2005-06-13 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
June 13th, 2005, 7pm
location: CH sitting room
----
Attendance: Adi, Divya (brief appearance), Tracy, Judith, Willie, Dale...
June 13th, 2005, 7pm
location: CH sitting room
----
Attendance: Adi, Divya (brief appearance), Tracy, Judith, Willie, Dale...
2005-06-01 Amendment 2 to the Master Deed - Touchstone Cohousing storm drainage easement
The Second Amendment grants Touchstone Cohousing Association a permanent easement for storm drainage on Great Oak Cohousing's property, allowing construction, maintenance, and repair of storm drainage lines. Additionally, it updates the Master Deed's Exhibit B with new sheets, replacing the previous ones.
2005-05-23 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
May 23rd, CH sitting room
----
Attendance:
Minutes by:
* FandLCurrentMonkeys
* CIC proposal
* planning for the bookkeeper'...
May 23rd, CH sitting room
----
Attendance:
Minutes by:
* FandLCurrentMonkeys
* CIC proposal
* planning for the bookkeeper'...
2005-05-09 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Monday, May 9th, 7pm, location: CH sitting room
----
Attendance: Willie, Judith, Jim G, [[Rod]] (some), Tracy (some), [[Elp...
Monday, May 9th, 7pm, location: CH sitting room
----
Attendance: Willie, Judith, Jim G, [[Rod]] (some), Tracy (some), [[Elp...
2005-04-24 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
April 24th, 2005 - CH sitting room
----
Attendance: Willie, Jim G, and Dale
Minutes by: Willie
* CIC proposal
(Jim will tr...
April 24th, 2005 - CH sitting room
----
Attendance: Willie, Jim G, and Dale
Minutes by: Willie
* CIC proposal
(Jim will tr...
2005-04-10 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Sunday 4-6pm April 10, 2005, location: CH sitting room
----
Attendance: Jim G, Kathy B, Dale, Bill D., Willie, Adi, Divya
...
Sunday 4-6pm April 10, 2005, location: CH sitting room
----
Attendance: Jim G, Kathy B, Dale, Bill D., Willie, Adi, Divya
...
2005-04-10 Finance & Legal minutes
location: CH sitting roomrnrnAttendance: Jim G, Kathy B, Dale, Bill D., Willie, Adi, Divya Minutes by: Dalernrn * LTCRF status report rnrnWe did no...
2005-03-27 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
March 27, 2005, Sitting Room
----
Attendance: Willie, Bill, Jim G, Dale
Monkeys:
------------
Monkey: Bill will be gett...
March 27, 2005, Sitting Room
----
Attendance: Willie, Bill, Jim G, Dale
Monkeys:
------------
Monkey: Bill will be gett...
2005-03-26 Finance & Legal minutes
Saturday, March 26th
Sitting Room, 1-3pm
We need to work on closing the books in order to prepare for taxes....
Sitting Room, 1-3pm
We need to work on closing the books in order to prepare for taxes....
2005-03-13 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Sunday, March 13th, CH sitting room, 4-6pm
----
Minutes by: Dale
Finance & Legal Minutes
3/13/05
Attendance: Willie, Kat...
Sunday, March 13th, CH sitting room, 4-6pm
----
Minutes by: Dale
Finance & Legal Minutes
3/13/05
Attendance: Willie, Kat...
2005-02-27 Finance & Legal minutes
[[FinanceAndLegalMinutes]]
Date: Sunday, Feb. 27th 4-6pm, location: Graham's (unit #34)
----
F&L Minutes
2/27/05
In attendance: Willie, Jim G, Kathy...
Date: Sunday, Feb. 27th 4-6pm, location: Graham's (unit #34)
----
F&L Minutes
2/27/05
In attendance: Willie, Jim G, Kathy...
2005-02-13 Finance & Legal minutes
Finance and Legal Agenda
Sunday, February 13th, 2005
hosted by Jim Graham
==========================
* Membership: legal requirements to joining Grea...
Sunday, February 13th, 2005
hosted by Jim Graham
==========================
* Membership: legal requirements to joining Grea...
2005-01-23 Finance & Legal minutes
Agenda for January 23rd, 2005
hosted by Dale
=============================================
* review of the [[Bookkeeper]]'s summit
* who will handle ...
hosted by Dale
=============================================
* review of the [[Bookkeeper]]'s summit
* who will handle ...
2005-01-19 Finance & Legal minutes
Bookkeeper's summit
2005-01-16 Finance & Legal minutes
MONKEY: Willie will call Barb Young to see if she anticipates insurance rates going up next year. MONKEY: Willie will rewrite the CIC proposal, send a...
2005-01-03 Finance & Legal minutes
F & L meeting January 3, 2005
Present: Willie, Patti, Jim G., Judith, Dale, Kathy B., Adi and Divya (she's beautiful)
1. Steering report - Willie. ...
Present: Willie, Patti, Jim G., Judith, Dale, Kathy B., Adi and Divya (she's beautiful)
1. Steering report - Willie. ...
2004-12-19 Finance & Legal minutes
Finance and Legal Minutes
Sunday, December 19th, 2004
==============================
Location: the Grahams', unit #34
== Budget questions ==
* "Commun...
Sunday, December 19th, 2004
==============================
Location: the Grahams', unit #34
== Budget questions ==
* "Commun...
2004-12-06 Finance & Legal minutes
Fincance & Legal Minutes
12/06/04
Met at Willie & Katie's at 7 p.m.
Present: Heather, Adi, Sarah, Katie, Becky, Dale, Jim G., Amy H., [[Jenny]], Will...
12/06/04
Met at Willie & Katie's at 7 p.m.
Present: Heather, Adi, Sarah, Katie, Becky, Dale, Jim G., Amy H., [[Jenny]], Will...
2004-11-01 Finance & Legal minutes
Minutes
Finance & Legal
November 1, 2004
7 pm
Attendance: Jim Graham, Willie, Dale, Malcolm, Judith, Patti
-------------------
Purchase agreement ...
Finance & Legal
November 1, 2004
7 pm
Attendance: Jim Graham, Willie, Dale, Malcolm, Judith, Patti
-------------------
Purchase agreement ...
2004-10-21 Temporary Postponement of Association Fees in an Emergency
A member household facing a dire emergency may request a postponement of its Association and LTCRF fees - either in whole or in part - for a period no longer than 3 months
2004-10-17 Finance & Legal minutes
at Unit 24
In attendence: KathyB, Willie, Dale, Patti, Adi, Heather (for the last few items)
Next meeting: Monday, Nov. 1, 7:00, at Jim's
MONKEY: Wi...
In attendence: KathyB, Willie, Dale, Patti, Adi, Heather (for the last few items)
Next meeting: Monday, Nov. 1, 7:00, at Jim's
MONKEY: Wi...
2004-10-04 Finance & Legal minutes
Finance & Legal
4 October 2004
=====================
Attendance: Willie, Kathy B., Patti, Dale, Jim G., Judith, Adi
Minutes by: Judith
Late Associat...
4 October 2004
=====================
Attendance: Willie, Kathy B., Patti, Dale, Jim G., Judith, Adi
Minutes by: Judith
Late Associat...
2004-09-13 Finance & Legal minutes
== Preliminary Agenda: ==
Monday, 7pm, Sept. 13th, at Willie & Katie's house
* AED discussion
* Master Deed alteration
* Kathy's Insurance liability ...
Monday, 7pm, Sept. 13th, at Willie & Katie's house
* AED discussion
* Master Deed alteration
* Kathy's Insurance liability ...
2004-08-02 Finance & Legal minutes
8/2/04, MINUTES
================
Attending: Patti, Dale
Dale's house
1. Member [[Bookkeeper]]'s report
RE-MONKEY: Judith will talk to Jim about cle...
================
Attending: Patti, Dale
Dale's house
1. Member [[Bookkeeper]]'s report
RE-MONKEY: Judith will talk to Jim about cle...
2004-07-25 Finance & Legal minutes
7/25/04, 4pm Sitting Room
================
Attending:
1. LTCRF calculation spreadsheet
2. Member Bookkeeper's report
Family will be late wi...
================
Attending:
1. LTCRF calculation spreadsheet
2. Member Bookkeeper's report
Family will be late wi...
2004-07-12 Finance & Legal minutes
7/12/04, 7pm Adi's house
================
Attending: Willie, Adi, Jim, Judith, Dale, Patti
1. Technical problems
---------------------------...
================
Attending: Willie, Adi, Jim, Judith, Dale, Patti
1. Technical problems
---------------------------...
2004-07-12 Finance & Legal minutes
7pm Adi's housern[edit]rn====rnrnAttending: Willie, Adi, Jim, Judith, Dale, Pattirnrnrn1. Technical problemsrnrnTentative solution - we have an IBM Th...
2004-06-27 Finance & Legal minutes
4pm CH sitting room
Attending: Patti, KathyB, Dale, Adi
Next meeting: Monday, July 12, 7pm at Adi's place (next Business mtg is July 19th)
MONKEY:...
Attending: Patti, KathyB, Dale, Adi
Next meeting: Monday, July 12, 7pm at Adi's place (next Business mtg is July 19th)
MONKEY:...
2004-06-07 Finance & Legal minutes
F&L meeting Agenda, 6/7/04 at Judith's house
===============================
1. Caring Committee's Role:
--------------------------
Visit by...
===============================
1. Caring Committee's Role:
--------------------------
Visit by...
2004-05-16 Finance & Legal minutes
F&L mtg minutes (2nd half):
May 16, 2004, at Willie & Katie's house
------------------------------
Willie will pass along to building...
2004-05-03 Finance & Legal minutes
F&L meeting AGENDA, May 3, 2004
at Jim and Gail's house
===============================
Attendance:
Treasurer/Bookkeeper reports:
Check...
2004-04-18 Finance & Legal minutes
F&L meeting, April 18th, 2004
on Willie's blustery porch
===============================
Attendance: Willie, Dale, Jim G., briefly Adi
...
2004-04-05 Finance & Legal minutes
F&L meeting, April 5th, 2004
=============================
Attendance: Willie, Adi, Patti, Kathy B., Dale,
(Heather and Jason were politely...
2004-03-21 Finance & Legal minutes
F&L meeting, March 21st, 2004
=============================
Attendance: Willie, Dale, Kathy B., Jim G., Judith, Dave G., Patti
Dave's "...
=============================
Attendance: Willie, Dale, Kathy B., Jim G., Judith, Dave G., Patti
Dave's "...
2004-03-01 Finance & Legal minutes
F&L meeting, March 1st, 2004
=============================
Attendance: Elph, Becky, Adi, Sarah, Dave G, Kathy B., Willie, Kelly, Dale, Patti, ...
=============================
Attendance: Elph, Becky, Adi, Sarah, Dave G, Kathy B., Willie, Kelly, Dale, Patti, ...
2004-02-15 Finance & Legal minutes
Agenda, Finance & Legal, February 15, 2004
============================================
Treasury/Bookkeeping
-----------------------
1. Che...
============================================
Treasury/Bookkeeping
-----------------------
1. Che...
2004-02-02 Finance & Legal minutes
Revised F&L Agenda, 2/2/04 7 pm
=================================
Treasury/Bookkeeping
-----------------------
1. Checking account balance....
=================================
Treasury/Bookkeeping
-----------------------
1. Checking account balance....
2004-01-07 A Policy to Encourage On-Time Payment of Association Fees
Sets a deadline after which late fees will be applied.
2004-01-05 Finance & Legal minutes
Finance & Legal Meeting @ Judith's house
Monday, Jan. 5th 2004
============================================
Attendance: Kelly, Dale, Sarah,...
2003-12-21 Finance & Legal minutes
Update on LTCRF
Treasury report
Tax & liability issues (see
http://www.gocoho.org/wiki/index.php?page=LiabilityAndTaxIssues for
the cohousin...
Treasury report
Tax & liability issues (see
http://www.gocoho.org/wiki/index.php?page=LiabilityAndTaxIssues for
the cohousin...
2003-12-01 Amendment 1 to the Master Deed - Touchstone Cohousing access to wetlands
The amendment modifies ownership and usage rights for the "Preservation Area," allowing it to be shared with a proposed future development and updates the common elements to include new garages and reassign unit numbers. Additionally, the front and rear limited common elements of the units are revised and new garage buildings are added.
2003-12-01 Finance & Legal minutes
Agenda for 12/1/03 Finance & Legal meeting
7 pm, Jim Graham's house
=================================
Attendance: Willie, Judith, Katie, Ji...
2003-11-23 Finance & Legal minutes
11/23/03 F&L meeting minutes
=============================
Attendance: Dale, Jim G, Sarah, Judith, Willie
MONKEY - Willie will ask the Am...
=============================
Attendance: Dale, Jim G, Sarah, Judith, Willie
MONKEY - Willie will ask the Am...
2003-11-03 Finance & Legal minutes
Finance & Legal Meeting Nov. 3rd, 2003
=========================================
- Agenda review
Initial discretionary budget:
---------...
2003-10-19 Finance & Legal minutes
Finance & Legal
10/19/03
Attendance: Katie, Willie, Judith, Dale
Ad hoc budget committee progress (Dale)
--[[Committee]] met, discussed all the con...
10/19/03
Attendance: Katie, Willie, Judith, Dale
Ad hoc budget committee progress (Dale)
--[[Committee]] met, discussed all the con...
2003-09-21 Finance & Legal minutes
F&L meeting
9/21/03, 4 pm, Unit 11 Great Oak
Attendance: Dave, Dale,
Regrets: Katie, Willie, Jim G, Kelly
Budget
--ad hoc committee--[[Rod]]
...
9/21/03, 4 pm, Unit 11 Great Oak
Attendance: Dave, Dale,
Regrets: Katie, Willie, Jim G, Kelly
Budget
--ad hoc committee--[[Rod]]
...
2003-09-08 Finance & Legal minutes
Finance & Legal minutes, 9/8/03
7 pm, unit 11 Great Oak
Attendance: Jim G, Willie, Katie, Judith, Helen, Dave, Dale
Taxes: Why taxes are so low at...
7 pm, unit 11 Great Oak
Attendance: Jim G, Willie, Katie, Judith, Helen, Dave, Dale
Taxes: Why taxes are so low at...
2003-08-17 Finance & Legal minutes
Minutes F&L
8/17/03, 4pm
Sunward
Attending: Jim G, Judith, Dave B, Willie, Katie, Dale
* Great Oak Account
[[Elph]] is ready to open the GO acco...
8/17/03, 4pm
Sunward
Attending: Jim G, Judith, Dave B, Willie, Katie, Dale
* Great Oak Account
[[Elph]] is ready to open the GO acco...
2003-07-20 Finance & Legal minutes
Agenda
F&L, Sunday 7/20/03
Attendance: Jim G, Dave B, Judith, Willie, Dale
AGENDA ITEMS
Insurance
--Kelly's email of 7/11/03: "I have contacted S...
F&L, Sunday 7/20/03
Attendance: Jim G, Dave B, Judith, Willie, Dale
AGENDA ITEMS
Insurance
--Kelly's email of 7/11/03: "I have contacted S...
2003-07-07 Finance & Legal minutes
F&L minutes
7/7/03
7 pm, CDC office
Attendance: Dave B, Willie, Judith, Katie, Dale
1. Garage proposal
Willie will write up a proposal that if t...
7/7/03
7 pm, CDC office
Attendance: Dave B, Willie, Judith, Katie, Dale
1. Garage proposal
Willie will write up a proposal that if t...
2003-05-20 Finance & Legal minutes
Finance & Legal
5/20/03
7 pm CDC office at Sunward
Attendance: Judith, Kelly, Dale, Willie, Katie, Jim G.
Insurance
Outstanding issue: Barb Young...
5/20/03
7 pm CDC office at Sunward
Attendance: Judith, Kelly, Dale, Willie, Katie, Jim G.
Insurance
Outstanding issue: Barb Young...
2003-05-05 Finance & Legal minutes
Draft minutes
Finance & Legal
5/5/03
Attendance: Kelly, Judith, Dale
With special guest: Barbara Young, State Farm
Agenda
Insurance presentation...
Finance & Legal
5/5/03
Attendance: Kelly, Judith, Dale
With special guest: Barbara Young, State Farm
Agenda
Insurance presentation...
2003-04-27 Finance & Legal minutes
Attendance: Jim G, Judith, Kelly, Katie, Willie, Dale
Sunday 4/27/03 6:30 pm Panera's
Jim is gone for 2 weeks, starting this Friday. Judith will c...
Sunday 4/27/03 6:30 pm Panera's
Jim is gone for 2 weeks, starting this Friday. Judith will c...
2003-04-14 Finance & Legal minutes
F&L meeting minutes
Mon Apr 14 19:12:46 EDT 2003
===========
MONKEY: Jim G will notify infoco that we want an agenda item at the next biz m...
2003-03-26 Finance & Legal minutes
Attendance: Jim G, Dale, Willie, JudithrnrnMONKEY: Willie will take much of the feedback, and rewrite the proposal. He will get some feedback from the...
2003-03-12 Finance & Legal minutes
attendance: Jim G., Judith, Dale, Katie, Willie (K&W showed up late)rnrnMONKEY: Dale will verify how much we've agreed to put into the common house al...
2003-02-26 Finance & Legal minutes
Finance & Legal
Wednesday 2/26/03
5 pm, Sunward
Attendance: Jim G, Judith, Dale, Willie, Katie
1. Budgeting
Update from JD regarding CH budget
W...
Wednesday 2/26/03
5 pm, Sunward
Attendance: Jim G, Judith, Dale, Willie, Katie
1. Budgeting
Update from JD regarding CH budget
W...
2003-02-05 Reimbursements Policy
Procedure for how to be reimbursed for purchases made for committees, either through pre-approval or post-approval. Purchases intended for reimbursement need a receipt.
2003-01-19 Finance & Legal minutes
draft...
Finance & Legal
4:30 pm, January 19, 2003
Attendance: Jim G, Dale,
Agenda
Reimbursement policy
We revised the policy, which will be a...
Finance & Legal
4:30 pm, January 19, 2003
Attendance: Jim G, Dale,
Agenda
Reimbursement policy
We revised the policy, which will be a...
2002-12-15 Finance & Legal minutes
Reimbursement policy BudgetsrnTime (lists, hiring-out)rnMoney (need input from committees)rnInsurance Investment policy LTCRFrnCooler (future agenda items): Propose discretionary fund process Set up book-keeping and billing procedures Contingency use prioritization processrn
2002-12-15 Finance & Legal minutes
"Got to attend the meeting to get the chocolate"
----------------
Minutes for F&L meeting, Sunday 12/15/02
Willie's house, 4 pm.
Attendance: Willi...
----------------
Minutes for F&L meeting, Sunday 12/15/02
Willie's house, 4 pm.
Attendance: Willi...
2002-11-10 Finance & Legal minutes
Finance & Legal
11/10/02, 3 pm
Minutes
Attendance: Kelly, Jim G, Katie, Judith, Willie, Dale
Reimbursement policy
Reimbursement policy: Katie and...
11/10/02, 3 pm
Minutes
Attendance: Kelly, Jim G, Katie, Judith, Willie, Dale
Reimbursement policy
Reimbursement policy: Katie and...
2002-10-21 Getting competitive bids for purchases
You need to get three bids to buy something more than some amount of money - $500 is the current proposal. There may be some times when you don't do this - when this happens, it should be documented.
2002-10-06 Finance & Legal minutes
Finance & Legal
10/6/02, 3 pm
Minutes
Attendance: Jim G, Judith, Katie, Willie, Dale
Current business
Current proposals:
Three-bid proposal (goa...
10/6/02, 3 pm
Minutes
Attendance: Jim G, Judith, Katie, Willie, Dale
Current business
Current proposals:
Three-bid proposal (goa...
2002-09-22 Finance & Legal minutes
Finance & Legal
9/22/02, 3 pm
Minutes
Attendance: Jim G, Dale, Kelly
Monkeys:
--Kelly will write email to Design about having them start
putting to...
9/22/02, 3 pm
Minutes
Attendance: Jim G, Dale, Kelly
Monkeys:
--Kelly will write email to Design about having them start
putting to...
2002-08-25 Finance & Legal minutes
Finance & Legal
August 25, 2002
3 pm, Unit #11
Agenda items
Association budget
Book of Agreement issues
Reimbursement policy
When folks start paying...
August 25, 2002
3 pm, Unit #11
Agenda items
Association budget
Book of Agreement issues
Reimbursement policy
When folks start paying...
2002-07-15 Bylaws - Article VII, Section 3-C
"Add to 1: "A co-owner may make changes to the exterior or structure of a unit as provided for in the Book of Common Agreements, and will also have th
2002-06-22 Bylaws
The bylaws are an official document outlining how the community operates. The areas covered include: "The Condominium Project", "Membership and Decision-Making", "Meetings and Quorum", "Administration", "Assessments", "Taxes, Insurance, and Repairs", "Use and Occupancy Restrictions", "Mortgages", "Leases", "Arbitration", "Miscellaneous Provisions"
2002-04-14 Exhibit B - Subdivision Plan
Exhibit B - Subdivision Plan (Survey Plan, Site Plan, Utility Plan,rnFloor Plans for Unit Types A-D)
2002-04-14 Master Deed
This is the legal document which defines what you own, and how we're comprised as a legal entity. This document contains sections such as: "Definitions", "Title of Project", "Nature of Project", "Common Elements", "Unit Description and Percentage of Value", "Rights of Mortgagees", "Damage to Project", "Easements", "Future Access and Utility Easements", "Future Easements, Licenses and Rights-of-Way", "Amendment or Termination", "Assignment"